Avantax Advisory Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.75M | Buy |
23,573
+704
| +3% | +$142K | 0.03% | 459 |
|
2025
Q1 | $4.74M | Sell |
22,869
-1,209
| -5% | -$250K | 0.03% | 429 |
|
2024
Q4 | $4.64M | Buy |
24,078
+749
| +3% | +$144K | 0.03% | 418 |
|
2024
Q3 | $4.42M | Buy |
23,329
+585
| +3% | +$111K | 0.03% | 420 |
|
2024
Q2 | $3.63M | Sell |
22,744
-262
| -1% | -$41.8K | 0.03% | 469 |
|
2024
Q1 | $3.98M | Sell |
23,006
-26
| -0.1% | -$4.5K | 0.04% | 357 |
|
2023
Q4 | $3.22M | Buy |
23,032
+1,446
| +7% | +$202K | 0.03% | 383 |
|
2023
Q3 | $2.4M | Buy |
21,586
+574
| +3% | +$64K | 0.03% | 412 |
|
2023
Q2 | $2.29M | Sell |
21,012
-1,461
| -7% | -$159K | 0.03% | 416 |
|
2023
Q1 | $2.49M | Sell |
22,473
-4,227
| -16% | -$468K | 0.03% | 377 |
|
2022
Q4 | $3.62M | Sell |
26,700
-502
| -2% | -$68.1K | 0.05% | 285 |
|
2022
Q3 | $3.39M | Buy |
27,202
+2,032
| +8% | +$253K | 0.05% | 270 |
|
2022
Q2 | $3.19M | Buy |
25,170
+1,661
| +7% | +$211K | 0.05% | 279 |
|
2022
Q1 | $3.26M | Buy |
23,509
+1,857
| +9% | +$257K | 0.04% | 284 |
|
2021
Q4 | $2.55M | Buy |
21,652
+1,202
| +6% | +$141K | 0.04% | 314 |
|
2021
Q3 | $2.6M | Buy |
20,450
+493
| +2% | +$62.7K | 0.04% | 294 |
|
2021
Q2 | $2.6M | Buy |
19,957
+768
| +4% | +$100K | 0.05% | 280 |
|
2021
Q1 | $2.21M | Sell |
19,189
-47
| -0.2% | -$5.41K | 0.05% | 271 |
|
2020
Q4 | $2.11M | Sell |
19,236
-5,870
| -23% | -$645K | 0.05% | 263 |
|
2020
Q3 | $2.36M | Buy |
25,106
+7,032
| +39% | +$662K | 0.04% | 333 |
|
2020
Q2 | $1.75M | Buy |
18,074
+891
| +5% | +$86.4K | 0.05% | 242 |
|
2020
Q1 | $1.58M | Sell |
17,183
-755
| -4% | -$69.4K | 0.05% | 225 |
|
2019
Q4 | $2.02M | Buy |
+17,938
| New | +$2.02M | 0.05% | 210 |
|
2019
Q3 | – | Sell |
-1,974
| Closed | -$201K | – | 568 |
|
2019
Q2 | $201K | Buy |
+1,974
| New | +$201K | 0.01% | 486 |
|