Atwood & Palmer’s Allstate ALL Stock Holding History

Atwood & Palmer’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$30.2K	Hold	150	–	–	﹤0.01%	280
2025 Q1	$31.1K	Sell	150 -50	-25%	-$10.4K	﹤0.01%	260
2024 Q4	$38.6K	Hold	200	–	–	﹤0.01%	239
2024 Q3	$37.9K	Hold	200	–	–	﹤0.01%	240
2024 Q2	$31.9K	Hold	200	–	–	﹤0.01%	256
2024 Q1	$34.6K	Hold	200	–	–	﹤0.01%	236
2023 Q4	$28K	Hold	200	–	–	﹤0.01%	260
2023 Q3	$22.3K	Hold	200	–	–	﹤0.01%	265
2023 Q2	$21.8K	Hold	200	–	–	﹤0.01%	271
2023 Q1	$22.2K	Hold	200	–	–	﹤0.01%	257
2022 Q4	$27.1K	Hold	200	–	–	﹤0.01%	260
2022 Q3	$25K	Hold	200	–	–	﹤0.01%	247
2022 Q2	$25K	Sell	200 -50	-20%	-$6.25K	﹤0.01%	266
2022 Q1	$35K	Hold	250	–	–	﹤0.01%	261
2021 Q4	$29K	Hold	250	–	–	﹤0.01%	280
2021 Q3	$32K	Hold	250	–	–	﹤0.01%	259
2021 Q2	$33K	Sell	250 -175	-41%	-$23.1K	﹤0.01%	251
2021 Q1	$49K	Hold	425	–	–	﹤0.01%	222
2020 Q4	$47K	Hold	425	–	–	0.01%	215
2020 Q3	$40K	Hold	425	–	–	0.01%	206
2020 Q2	$41K	Sell	425 -27	-6%	-$2.61K	0.01%	200
2020 Q1	$41K	Hold	452	–	–	0.01%	193
2019 Q4	$51K	Hold	452	–	–	0.01%	178
2019 Q3	$49K	Hold	452	–	–	0.01%	186
2019 Q2	$46K	Hold	452	–	–	0.01%	181
2019 Q1	$43K	Hold	452	–	–	0.01%	179
2018 Q4	$37K	Sell	452 -2,898	-87%	-$237K	0.01%	181
2018 Q3	$331K	Sell	3,350 -52	-2%	-$5.14K	0.04%	100
2018 Q2	$311K	Buy	3,402 +52	+2%	+$4.75K	0.04%	103
2018 Q1	$318K	Hold	3,350	–	–	0.05%	103
2017 Q4	$351K	Hold	3,350	–	–	0.05%	102
2017 Q3	$308K	Hold	3,350	–	–	0.04%	106
2017 Q2	$296K	Hold	3,350	–	–	0.05%	108
2017 Q1	$273K	Sell	3,350 -2,150	-39%	-$175K	0.04%	104
2016 Q4	$408K	Hold	5,500	–	–	0.07%	81
2016 Q3	$380K	Hold	5,500	–	–	0.07%	83
2016 Q2	$385K	Sell	5,500 -25,172	-82%	-$1.76M	0.07%	84
2016 Q1	$2.07M	Sell	30,672 -150	-0.5%	-$10.1K	0.37%	49
2015 Q4	$1.91M	Hold	30,822	–	–	0.36%	53
2015 Q3	$1.8M	Hold	30,822	–	–	0.35%	55
2015 Q2	$2M	Hold	30,822	–	–	0.36%	54
2015 Q1	$2.19M	Sell	30,822 -2,400	-7%	-$171K	0.39%	52
2014 Q4	$2.33M	Sell	33,222 -1,582	-5%	-$111K	0.44%	48
2014 Q3	$2.14M	Sell	34,804 -2,650	-7%	-$163K	0.4%	51
2014 Q2	$2.2M	Buy	37,454 +3,175	+9%	+$186K	0.59%	46
2014 Q1	$1.94M	Buy	34,279 +125	+0.4%	+$7.07K	0.45%	37
2013 Q4	$1.86M	Hold	34,154	–	–	0.46%	36
2013 Q3	$1.73M	Hold	34,154	–	–	0.48%	36
2013 Q2	$1.64M	Buy	+34,154	New	+$1.64M	0.44%	37