Center for Financial Planning’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Buy |
2,109
+325
| +18% | +$65.4K | 0.05% | 112 |
|
|
2025
Q1 | $369K | Buy |
1,784
+110
| +7% | +$22.8K | 0.05% | 119 |
|
|
2024
Q4 | $323K | Hold |
1,674
| – | – | 0.04% | 121 |
|
|
2024
Q3 | $317K | Buy |
1,674
+1
| +0.1% | +$190 | 0.04% | 119 |
|
|
2024
Q2 | $267K | Buy |
1,673
+17
| +1% | +$2.72K | 0.04% | 130 |
|
|
2024
Q1 | $287K | Buy |
1,656
+35
| +2% | +$6.06K | 0.04% | 123 |
|
|
2023
Q4 | $227K | Hold |
1,621
| – | – | 0.04% | 130 |
|
|
2023
Q3 | $181K | Buy |
1,621
+13
| +0.8% | +$1.45K | 0.04% | 138 |
|
|
2023
Q2 | $175K | Buy |
1,608
+11
| +0.7% | +$1.2K | 0.04% | 141 |
|
|
2023
Q1 | $177K | Hold |
1,597
| – | – | 0.04% | 137 |
|
|
2022
Q4 | $217K | Buy |
1,597
+166
| +12% | +$22.5K | 0.05% | 126 |
|
|
2022
Q3 | $178K | Hold |
1,431
| – | – | 0.05% | 129 |
|
|
2022
Q2 | $181K | Hold |
1,431
| – | – | 0.05% | 128 |
|
|
2022
Q1 | $198K | Hold |
1,431
| – | – | 0.04% | 132 |
|
|
2021
Q4 | $168K | Hold |
1,431
| – | – | 0.03% | 140 |
|
|
2021
Q3 | $182K | Hold |
1,431
| – | – | 0.04% | 133 |
|
|
2021
Q2 | $187K | Hold |
1,431
| – | – | 0.05% | 135 |
|
|
2021
Q1 | $164K | Hold |
1,431
| – | – | 0.04% | 138 |
|
|
2020
Q4 | $157K | Hold |
1,431
| – | – | 0.04% | 131 |
|
|
2020
Q3 | $135K | Buy |
1,431
+6
| +0.4% | +$566 | 0.04% | 135 |
|
|
2020
Q2 | $138K | Buy |
1,425
+1,300
| +1,040% | +$126K | 0.05% | 130 |
|
|
2020
Q1 | $11K | Hold |
125
| – | – | ﹤0.01% | 305 |
|
|
2019
Q4 | $14K | Buy |
+125
| New | +$14K | ﹤0.01% | 288 |
|