Bogart Wealth LLC’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 | $156K | Buy |
655
+56
| +9% | +$12.2K | 0.01% | 328 |
|
|
2026
Q1 | $124K | Buy |
599
+21
| +4% | +$4.3K | ﹤0.01% | 331 |
|
|
2025
Q4 | $120K | Sell |
578
-14
| -2% | -$2.87K | ﹤0.01% | 319 |
|
|
2025
Q3 | $127K | Buy |
592
+9
| +2% | +$1.82K | 0.01% | 305 |
|
|
2025
Q2 | $117K | Buy |
583
+2
| +0.3% | +$399 | 0.01% | 314 |
|
|
2025
Q1 | $120K | Buy |
581
+3
| +0.5% | +$584 | 0.01% | 283 |
|
|
2024
Q4 | $111K | Hold |
578
| – | – | 0.01% | 301 |
|
|
2024
Q3 | $110K | Hold |
578
| – | – | 0.01% | 299 |
|
|
2024
Q2 | $92.3K | Hold |
578
| – | – | ﹤0.01% | 307 |
|
|
2024
Q1 | $100K | Sell |
578
-4
| -0.7% | -$631 | 0.01% | 284 |
|
|
2023
Q4 | $81.5K | Hold |
582
| – | – | ﹤0.01% | 292 |
|
|
2023
Q3 | $64.8K | Hold |
582
| – | – | ﹤0.01% | 301 |
|
|
2023
Q2 | $63.5K | Sell |
582
-19
| -3% | -$2.15K | ﹤0.01% | 299 |
|
|
2023
Q1 | $66.6K | Sell |
601
-74
| -11% | -$9.36K | ﹤0.01% | 283 |
|
|
2022
Q4 | $91.5K | Buy |
675
+371
| +122% | +$48.5K | 0.01% | 237 |
|
|
2022
Q3 | $38K | Hold |
304
| – | – | ﹤0.01% | 332 |
|
|
2022
Q2 | $39K | Buy |
304
+300
| +7,500% | +$39.3K | ﹤0.01% | 316 |
|
|
2022
Q1 | $1K | Hold |
4
| – | – | ﹤0.01% | 719 |
|
|
2021
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 748 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 662 |
|
|
2021
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 628 |
|
|
2021
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 621 |
|
|
2020
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 453 |
|
|
2020
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 443 |
|
|
2020
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 417 |
|
|
2019
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 388 |
|
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 358 |
|
|
2019
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 334 |
|
|
2019
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 343 |
|
|
2018
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 342 |
|
|
2018
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 329 |
|
|
2018
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 343 |
|
|
2018
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 348 |
|
|
2017
Q4 | $0 | Hold |
4
| – | – | ﹤0.01% | 341 |
|
|
2017
Q3 | $0 | Buy |
+4
| New | +$364 | ﹤0.01% | 330 |
|
Other funds holding ALL
Bogart Wealth LLC's ALL Position: Q2 2026 in Review
Bogart Wealth LLC increased its Allstate (ALL) stake by 9.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 655 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #328.
Bogart Wealth LLC first reported a position in ALL in Q3 2017 and has held it in 36 quarters since. 1,755 funds tracked by Wall St. Rank hold ALL as of Q2 2026.
- Bogart Wealth LLC held 655 shares of Allstate worth $156K as of Q2 2026.
- Bogart Wealth LLC bought 56 Allstate shares in Q2 2026, an estimated $12.2K.
- Allstate made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #328 holding.
- Bogart Wealth LLC first reported a position in Allstate in Q3 2017 and has held it in 36 quarters since.
- 1,755 funds tracked by Wall St. Rank held Allstate as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.