Berger Financial Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.41M | Buy |
31,862
+167
| +0.5% | +$33.6K | 0.41% | 51 |
|
|
2025
Q1 | $6.56M | Buy |
31,695
+29,883
| +1,649% | +$6.19M | 0.46% | 47 |
|
|
2024
Q4 | $349K | Sell |
1,812
-9
| -0.5% | -$1.74K | 0.02% | 304 |
|
|
2024
Q3 | $345K | Buy |
1,821
+7
| +0.4% | +$1.33K | 0.02% | 281 |
|
|
2024
Q2 | $290K | Hold |
1,814
| – | – | 0.02% | 292 |
|
|
2024
Q1 | $314K | Sell |
1,814
-161
| -8% | -$27.9K | 0.03% | 269 |
|
|
2023
Q4 | $276K | Buy |
+1,975
| New | +$276K | 0.03% | 245 |
|
|
2023
Q1 | – | Sell |
-40,341
| Closed | -$5.47M | – | 271 |
|
|
2022
Q4 | $5.47M | Buy |
40,341
+791
| +2% | +$107K | 0.72% | 40 |
|
|
2022
Q3 | $4.93M | Buy |
39,550
+816
| +2% | +$102K | 0.72% | 33 |
|
|
2022
Q2 | $4.91M | Buy |
38,734
+3
| +0% | +$380 | 0.72% | 37 |
|
|
2022
Q1 | $5.37M | Buy |
38,731
+110
| +0.3% | +$15.2K | 0.68% | 37 |
|
|
2021
Q4 | $4.54M | Buy |
38,621
+1,829
| +5% | +$215K | 0.6% | 57 |
|
|
2021
Q3 | $4.68M | Sell |
36,792
-144
| -0.4% | -$18.3K | 0.84% | 37 |
|
|
2021
Q2 | $4.82M | Buy |
36,936
+453
| +1% | +$59.1K | 0.87% | 34 |
|
|
2021
Q1 | $4.19M | Sell |
36,483
-1,789
| -5% | -$206K | 0.91% | 39 |
|
|
2020
Q4 | $4.21M | Buy |
+38,272
| New | +$4.21M | 0.73% | 41 |
|