Arkadios Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
5,370
+415
| +8% | +$83.5K | 0.03% | 534 |
|
|
2025
Q1 | $1.03M | Buy |
4,955
+24
| +0.5% | +$4.97K | 0.04% | 449 |
|
|
2024
Q4 | $951K | Sell |
4,931
-297
| -6% | -$57.3K | 0.05% | 347 |
|
|
2024
Q3 | $991K | Buy |
5,228
+701
| +15% | +$133K | 0.06% | 326 |
|
|
2024
Q2 | $723K | Buy |
4,527
+491
| +12% | +$78.4K | 0.05% | 356 |
|
|
2024
Q1 | $698K | Buy |
4,036
+3
| +0.1% | +$519 | 0.05% | 310 |
|
|
2023
Q4 | $565K | Buy |
4,033
+221
| +6% | +$30.9K | 0.05% | 338 |
|
|
2023
Q3 | $425K | Buy |
3,812
+1,506
| +65% | +$168K | 0.04% | 383 |
|
|
2023
Q2 | $251K | Sell |
2,306
-258
| -10% | -$28.1K | 0.03% | 494 |
|
|
2023
Q1 | $284K | Buy |
2,564
+341
| +15% | +$37.8K | 0.03% | 454 |
|
|
2022
Q4 | $301K | Sell |
2,223
-91
| -4% | -$12.3K | 0.04% | 404 |
|
|
2022
Q3 | $288K | Sell |
2,314
-219
| -9% | -$27.3K | 0.04% | 384 |
|
|
2022
Q2 | $321K | Buy |
+2,533
| New | +$321K | 0.05% | 380 |
|
|
2021
Q4 | – | Sell |
-305
| Closed | -$38K | – | 607 |
|
|
2021
Q3 | $38K | Sell |
305
-547
| -64% | -$68.2K | 0.01% | 972 |
|
|
2021
Q2 | $111K | Buy |
852
+52
| +7% | +$6.78K | 0.01% | 692 |
|
|
2021
Q1 | $92K | Buy |
800
+587
| +276% | +$67.5K | 0.02% | 551 |
|
|
2020
Q4 | $23K | Buy |
213
+31
| +17% | +$3.35K | ﹤0.01% | 711 |
|
|
2020
Q3 | $16.9K | Sell |
182
-1
| -0.5% | -$93 | 0.01% | 633 |
|
|
2020
Q2 | $16.5K | Sell |
183
-38
| -17% | -$3.42K | 0.01% | 581 |
|
|
2020
Q1 | $20.3K | Sell |
221
-448
| -67% | -$41.1K | 0.01% | 485 |
|
|
2019
Q4 | $83.5K | Buy |
+669
| New | +$83.5K | 0.05% | 256 |
|