Burt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,581
| Closed | -$274K | – | 112 |
|
|
2024
Q1 | $274K | Buy |
+1,581
| New | +$250K | 0.07% | 100 |
|
|
2022
Q3 | – | Sell |
-1,777
| Closed | -$225K | – | 90 |
|
|
2022
Q2 | $225K | Hold |
1,777
| – | – | 0.08% | 85 |
|
|
2022
Q1 | $246K | Buy |
+1,777
| New | +$223K | 0.07% | 91 |
|
|
2021
Q4 | – | Sell |
-1,777
| Closed | -$226K | – | 94 |
|
|
2021
Q3 | $226K | Hold |
1,777
| – | – | 0.07% | 93 |
|
|
2021
Q2 | $232K | Sell |
1,777
-200
| -10% | -$25.8K | 0.08% | 85 |
|
|
2021
Q1 | $227K | Hold |
1,977
| – | – | 0.08% | 85 |
|
|
2020
Q4 | $217K | Sell |
1,977
-500
| -20% | -$49.1K | 0.07% | 83 |
|
|
2020
Q3 | $233K | Sell |
2,477
-200
| -7% | -$18.7K | 0.09% | 73 |
|
|
2020
Q2 | $260K | Hold |
2,677
| – | – | 0.11% | 67 |
|
|
2020
Q1 | $246K | Sell |
2,677
-162
| -6% | -$17.6K | 0.11% | 64 |
|
|
2019
Q4 | $319K | Buy |
2,839
+2,598
| +1,078% | +$284K | 0.12% | 62 |
|
|
2019
Q3 | $26K | Hold |
241
| – | – | 0.01% | 213 |
|
|
2019
Q2 | $25K | Hold |
241
| – | – | 0.01% | 218 |
|
|
2019
Q1 | $23K | Hold |
241
| – | – | 0.01% | 225 |
|
|
2018
Q4 | $20K | Hold |
241
| – | – | 0.01% | 233 |
|
|
2018
Q3 | $24K | Hold |
241
| – | – | 0.01% | 235 |
|
|
2018
Q2 | $22K | Hold |
241
| – | – | 0.01% | 238 |
|
|
2018
Q1 | $23K | Hold |
241
| – | – | 0.01% | 240 |
|
|
2017
Q4 | $25K | Hold |
241
| – | – | 0.02% | 232 |
|
|
2017
Q3 | $22K | Hold |
241
| – | – | 0.01% | 224 |
|
|
2017
Q2 | $21K | Hold |
241
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $20K | Hold |
241
| – | – | 0.01% | 223 |
|
|
2016
Q4 | $18K | Hold |
241
| – | – | 0.02% | 238 |
|
|
2016
Q3 | $16K | Hold |
241
| – | – | 0.02% | 231 |
|
|
2016
Q2 | $16K | Sell |
241
-19
| -7% | -$1.27K | 0.02% | 234 |
|
|
2016
Q1 | $18K | Buy |
260
+19
| +8% | +$1.19K | 0.02% | 255 |
|
|
2015
Q4 | $14K | Hold |
241
| – | – | 0.01% | 242 |
|
|
2015
Q3 | $14K | Hold |
241
| – | – | 0.02% | 211 |
|
|
2015
Q2 | $15K | Hold |
241
| – | – | 0.02% | 228 |
|
|
2015
Q1 | $17K | Hold |
241
| – | – | 0.02% | 203 |
|
|
2014
Q4 | $17K | Buy |
+241
| New | +$15.9K | 0.02% | 197 |
|
Other funds holding ALL
Burt Wealth Advisors's ALL Position: Q2 2024 in Review
Burt Wealth Advisors sold out of Allstate (ALL) in Q2 2024, closing a stake of 1,581 shares — an estimated $274K sold.
Burt Wealth Advisors first reported a position in ALL in Q4 2014 and held it in 31 quarters. The position peaked at $319K in Q4 2019. 1,338 funds tracked by Wall St. Rank hold ALL as of Q2 2024.
- Burt Wealth Advisors reported no remaining Allstate position as of Q2 2024 after selling out during the quarter.
- Burt Wealth Advisors sold 1,581 Allstate shares in Q2 2024, an estimated $274K.
- Burt Wealth Advisors first reported a position in Allstate in Q4 2014 and held it in 31 quarters.
- Burt Wealth Advisors's Allstate position peaked at $319K in Q4 2019.
- 1,338 funds tracked by Wall St. Rank held Allstate as of Q2 2024.
Based on Burt Wealth Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.