Atticus Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Buy |
1,216
+832
| +217% | +$167K | 0.07% | 143 |
|
|
2025
Q1 | $79.5K | Hold |
384
| – | – | 0.03% | 190 |
|
|
2024
Q4 | $74K | Hold |
384
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $72.8K | Sell |
384
-128
| -25% | -$24.3K | 0.02% | 205 |
|
|
2024
Q2 | $81.7K | Hold |
512
| – | – | 0.03% | 183 |
|
|
2024
Q1 | $88.6K | Hold |
512
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $71.7K | Hold |
512
| – | – | 0.03% | 206 |
|
|
2023
Q3 | $57K | Sell |
512
-2,000
| -80% | -$223K | 0.02% | 227 |
|
|
2023
Q2 | $274K | Hold |
2,512
| – | – | 0.1% | 110 |
|
|
2023
Q1 | $278K | Sell |
2,512
-1,047
| -29% | -$116K | 0.11% | 105 |
|
|
2022
Q4 | $483K | Sell |
3,559
-211
| -6% | -$28.6K | 0.2% | 76 |
|
|
2022
Q3 | $478K | Hold |
3,770
| – | – | 0.23% | 65 |
|
|
2022
Q2 | $478K | Sell |
3,770
-243
| -6% | -$30.8K | 0.2% | 79 |
|
|
2022
Q1 | $556K | Buy |
4,013
+169
| +4% | +$23.4K | 0.2% | 78 |
|
|
2021
Q4 | $452K | Buy |
3,844
+1,204
| +46% | +$142K | 0.18% | 79 |
|
|
2021
Q3 | $336K | Sell |
2,640
-811
| -24% | -$103K | 0.15% | 79 |
|
|
2021
Q2 | $450K | Sell |
3,451
-999
| -22% | -$130K | 0.2% | 68 |
|
|
2021
Q1 | $511K | Buy |
4,450
+19
| +0.4% | +$2.18K | 0.24% | 59 |
|
|
2020
Q4 | $487K | Sell |
4,431
-3,399
| -43% | -$374K | 0.25% | 58 |
|
|
2020
Q3 | $737K | Sell |
7,830
-104
| -1% | -$9.79K | 0.44% | 48 |
|
|
2020
Q2 | $770K | Sell |
7,934
-5
| -0.1% | -$485 | 0.51% | 43 |
|
|
2020
Q1 | $728K | Sell |
7,939
-1,606
| -17% | -$147K | 0.59% | 39 |
|
|
2019
Q4 | $1.07M | Buy |
+9,545
| New | +$1.07M | 0.68% | 34 |
|