B. Riley Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $337K | Buy |
+1,395
| New | +$303K | 0.02% | 583 |
|
|
2025
Q3 | – | Sell |
-1,063
| Closed | -$214K | – | 1079 |
|
|
2025
Q2 | $214K | Buy |
+1,063
| New | +$212K | 0.01% | 869 |
|
|
2024
Q4 | $612K | Buy |
3,157
+26
| +0.8% | +$5.05K | 0.02% | 622 |
|
|
2024
Q3 | $593K | Sell |
3,131
-314
| -9% | -$55.8K | 0.02% | 686 |
|
|
2024
Q2 | $553K | Sell |
3,445
-500
| -13% | -$83.4K | 0.01% | 770 |
|
|
2024
Q1 | $443K | Buy |
3,945
+873
| +28% | +$138K | 0.01% | 855 |
|
|
2023
Q4 | $433K | Sell |
3,072
-873
| -22% | -$114K | 0.01% | 889 |
|
|
2023
Q3 | $443K | Sell |
3,945
-25,779
| -87% | -$2.81M | 0.01% | 855 |
|
|
2023
Q2 | $3.24M | Buy |
29,724
+25,138
| +548% | +$2.85M | 0.07% | 254 |
|
|
2023
Q1 | $512K | Buy |
4,586
+239
| +5% | +$30.2K | 0.01% | 793 |
|
|
2022
Q4 | $593K | Sell |
4,347
-1,191
| -22% | -$156K | 0.02% | 722 |
|
|
2022
Q3 | $690K | Buy |
5,538
+271
| +5% | +$33.7K | 0.02% | 637 |
|
|
2022
Q2 | $669K | Sell |
5,267
-40
| -0.8% | -$5.24K | 0.03% | 550 |
|
|
2022
Q1 | $737K | Buy |
5,307
+1,895
| +56% | +$238K | 0.02% | 578 |
|
|
2021
Q4 | $402K | Sell |
3,412
-96
| -3% | -$11.4K | 0.01% | 932 |
|
|
2021
Q3 | $447K | Buy |
3,508
+635
| +22% | +$83.9K | 0.01% | 828 |
|
|
2021
Q2 | $375K | Sell |
2,873
-204
| -7% | -$26.4K | 0.01% | 908 |
|
|
2021
Q1 | $354K | Buy |
3,077
+505
| +20% | +$55.6K | 0.01% | 908 |
|
|
2020
Q4 | $283K | Buy |
2,572
+337
| +15% | +$33.1K | 0.02% | 790 |
|
|
2020
Q3 | $211K | Sell |
2,235
-132
| -6% | -$12.3K | 0.01% | 823 |
|
|
2020
Q2 | $230K | Buy |
+2,367
| New | +$233K | 0.02% | 723 |
|
|
2020
Q1 | – | Sell |
-2,168
| Closed | -$244K | – | 796 |
|
|
2019
Q4 | $244K | Buy |
2,168
+166
| +8% | +$18.1K | 0.02% | 689 |
|
|
2019
Q3 | $218K | Sell |
2,002
-610
| -23% | -$63.7K | 0.02% | 703 |
|
|
2019
Q2 | $266K | Buy |
2,612
+16
| +0.6% | +$1.56K | 0.03% | 615 |
|
|
2019
Q1 | $245K | Sell |
2,596
-455
| -15% | -$41.2K | 0.03% | 582 |
|
|
2018
Q4 | $253K | Sell |
3,051
-329
| -10% | -$29.5K | 0.04% | 497 |
|
|
2018
Q3 | $334K | Buy |
3,380
+16
| +0.5% | +$1.56K | 0.04% | 460 |
|
|
2018
Q2 | $308K | Buy |
3,364
+99
| +3% | +$9.41K | 0.04% | 453 |
|
|
2018
Q1 | $310K | Buy |
3,265
+618
| +23% | +$59.9K | 0.04% | 445 |
|
|
2017
Q4 | $278K | Buy |
2,647
+19
| +0.7% | +$1.87K | 0.04% | 479 |
|
|
2017
Q3 | $242K | Buy |
2,628
+66
| +3% | +$6K | 0.04% | 437 |
|
|
2017
Q2 | $227K | Buy |
+2,562
| New | +$217K | 0.04% | 444 |
|
|
2015
Q2 | – | Sell |
-6,814
| Closed | -$485K | – | 537 |
|
|
2015
Q1 | $485K | Sell |
6,814
-3,463
| -34% | -$244K | 0.12% | 231 |
|
|
2014
Q4 | $5.04K | Buy |
10,277
+4,324
| +73% | +$285K | 0.11% | 244 |
|
|
2014
Q3 | $365K | Sell |
5,953
-7,808
| -57% | -$469K | 0.1% | 286 |
|
|
2014
Q2 | $442K | Buy |
13,761
+7,553
| +122% | +$435K | 0.1% | 215 |
|
|
2014
Q1 | $351K | Buy |
6,208
+4,173
| +205% | +$224K | 0.11% | 230 |
|
|
2013
Q4 | $111K | Buy |
+2,035
| New | +$109K | 0.04% | 527 |
|
Other funds holding ALL
WAM
QCM
CNB
GI
FCBT
P
FFM