Avantax Planning Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
2,549
-10
| -0.4% | -$2.01K | 0.02% | 264 |
|
|
2025
Q1 | $530K | Hold |
2,559
| – | – | 0.02% | 249 |
|
|
2024
Q4 | $493K | Buy |
2,559
+13
| +0.5% | +$2.51K | 0.02% | 260 |
|
|
2024
Q3 | $483K | Sell |
2,546
-481
| -16% | -$91.2K | 0.02% | 262 |
|
|
2024
Q2 | $483K | Buy |
3,027
+7
| +0.2% | +$1.12K | 0.02% | 291 |
|
|
2024
Q1 | $522K | Hold |
3,020
| – | – | 0.02% | 288 |
|
|
2023
Q4 | $423K | Sell |
3,020
-24
| -0.8% | -$3.36K | 0.02% | 255 |
|
|
2023
Q3 | $339K | Buy |
3,044
+24
| +0.8% | +$2.67K | 0.01% | 266 |
|
|
2023
Q2 | $329K | Sell |
3,020
-50
| -2% | -$5.45K | 0.01% | 279 |
|
|
2023
Q1 | $340K | Sell |
3,070
-119
| -4% | -$13.2K | 0.01% | 269 |
|
|
2022
Q4 | $432K | Sell |
3,189
-25
| -0.8% | -$3.39K | 0.02% | 248 |
|
|
2022
Q3 | $400K | Sell |
3,214
-229
| -7% | -$28.5K | 0.02% | 247 |
|
|
2022
Q2 | $436K | Sell |
3,443
-212
| -6% | -$26.8K | 0.02% | 229 |
|
|
2022
Q1 | $506K | Buy |
3,655
+50
| +1% | +$6.92K | 0.02% | 223 |
|
|
2021
Q4 | $424K | Buy |
3,605
+735
| +26% | +$86.4K | 0.02% | 230 |
|
|
2021
Q3 | $365K | Sell |
2,870
-81
| -3% | -$10.3K | 0.02% | 230 |
|
|
2021
Q2 | $385K | Buy |
2,951
+81
| +3% | +$10.6K | 0.02% | 228 |
|
|
2021
Q1 | $330K | Buy |
2,870
+200
| +7% | +$23K | 0.02% | 233 |
|
|
2020
Q4 | $294K | Buy |
2,670
+168
| +7% | +$18.5K | 0.02% | 228 |
|
|
2020
Q3 | $236K | Sell |
2,502
-189
| -7% | -$17.8K | 0.01% | 259 |
|
|
2020
Q2 | $261K | Sell |
2,691
-65
| -2% | -$6.3K | 0.01% | 229 |
|
|
2020
Q1 | $253K | Sell |
2,756
-20
| -0.7% | -$1.84K | 0.02% | 224 |
|
|
2019
Q4 | $312K | Buy |
2,776
+46
| +2% | +$5.17K | 0.02% | 230 |
|
|
2019
Q3 | $297K | Hold |
2,730
| – | – | 0.02% | 236 |
|
|
2019
Q2 | $285K | Buy |
2,730
+292
| +12% | +$30.5K | 0.02% | 237 |
|
|
2019
Q1 | $230K | Sell |
2,438
-63
| -3% | -$5.94K | 0.02% | 262 |
|
|
2018
Q4 | $207K | Buy |
2,501
+112
| +5% | +$9.27K | 0.02% | 253 |
|
|
2018
Q3 | $236K | Buy |
2,389
+176
| +8% | +$17.4K | 0.02% | 223 |
|
|
2018
Q2 | $202K | Sell |
2,213
-126
| -5% | -$11.5K | 0.02% | 227 |
|
|
2018
Q1 | $222K | Sell |
2,339
-36
| -2% | -$3.42K | 0.02% | 278 |
|
|
2017
Q4 | $249K | Sell |
2,375
-1,191
| -33% | -$125K | 0.02% | 258 |
|
|
2017
Q3 | $328K | Buy |
3,566
+680
| +24% | +$62.5K | 0.03% | 257 |
|
|
2017
Q2 | $255K | Buy |
2,886
+134
| +5% | +$11.8K | 0.02% | 283 |
|
|
2017
Q1 | $224K | Buy |
+2,752
| New | +$224K | 0.02% | 296 |
|