Capstone 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 | $462K | Sell |
2,297
-121
| -5% | -$24.4K | 0.03% | 96 |
|
|
2025
Q1 | $501K | Buy |
2,418
+847
| +54% | +$175K | 0.03% | 90 |
|
|
2024
Q4 | $303K | Hold |
1,571
| – | – | 0.02% | 116 |
|
|
2024
Q3 | $298K | Buy |
1,571
+3
| +0.2% | +$569 | 0.02% | 118 |
|
|
2024
Q2 | $250K | Hold |
1,568
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $271K | Hold |
1,568
| – | – | 0.02% | 118 |
|
|
2023
Q4 | $220K | Buy |
+1,568
| New | +$220K | 0.02% | 129 |
|