Beaumont Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Buy |
1,540
+5
| +0.3% | +$1.01K | 0.02% | 288 |
|
|
2025
Q1 | $318K | Buy |
1,535
+16
| +1% | +$3.31K | 0.02% | 278 |
|
|
2024
Q4 | $293K | Buy |
1,519
+5
| +0.3% | +$964 | 0.02% | 297 |
|
|
2024
Q3 | $287K | Buy |
1,514
+1
| +0.1% | +$190 | 0.02% | 281 |
|
|
2024
Q2 | $242K | Buy |
1,513
+30
| +2% | +$4.79K | 0.02% | 316 |
|
|
2024
Q1 | $257K | Buy |
1,483
+2
| +0.1% | +$346 | 0.02% | 304 |
|
|
2023
Q4 | $207K | Buy |
+1,481
| New | +$207K | 0.02% | 324 |
|
|
2022
Q4 | – | Sell |
-3,180
| Closed | -$396K | – | 316 |
|
|
2022
Q3 | $396K | Sell |
3,180
-142
| -4% | -$17.7K | 0.04% | 200 |
|
|
2022
Q2 | $421K | Sell |
3,322
-167
| -5% | -$21.2K | 0.04% | 195 |
|
|
2022
Q1 | $483K | Sell |
3,489
-20
| -0.6% | -$2.77K | 0.04% | 212 |
|
|
2021
Q4 | $413K | Sell |
3,509
-25
| -0.7% | -$2.94K | 0.03% | 237 |
|
|
2021
Q3 | $450K | Sell |
3,534
-184
| -5% | -$23.4K | 0.03% | 218 |
|
|
2021
Q2 | $485K | Buy |
3,718
+366
| +11% | +$47.7K | 0.04% | 216 |
|
|
2021
Q1 | $385K | Sell |
3,352
-67
| -2% | -$7.7K | 0.03% | 231 |
|
|
2020
Q4 | $376K | Buy |
3,419
+212
| +7% | +$23.3K | 0.03% | 233 |
|
|
2020
Q3 | $302K | Sell |
3,207
-25
| -0.8% | -$2.35K | 0.03% | 260 |
|
|
2020
Q2 | $313K | Buy |
+3,232
| New | +$313K | 0.03% | 227 |
|