Clear Creek Financial Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $308K | Hold |
1,531
| – | – | 0.03% | 435 |
|
|
2025
Q1 | $317K | Buy |
1,531
+255
| +20% | +$52.8K | 0.03% | 387 |
|
|
2024
Q4 | $246K | Hold |
1,276
| – | – | 0.03% | 409 |
|
|
2024
Q3 | $242K | Buy |
1,276
+4
| +0.3% | +$759 | 0.03% | 395 |
|
|
2024
Q2 | $203K | Sell |
1,272
-143
| -10% | -$22.8K | 0.02% | 418 |
|
|
2024
Q1 | $245K | Buy |
+1,415
| New | +$245K | 0.03% | 361 |
|
|
2023
Q1 | – | Sell |
-2,177
| Closed | -$295K | – | 307 |
|
|
2022
Q4 | $295K | Buy |
2,177
+30
| +1% | +$4.07K | 0.06% | 216 |
|
|
2022
Q3 | $267K | Sell |
2,147
-594
| -22% | -$73.9K | 0.06% | 209 |
|
|
2022
Q2 | $347K | Buy |
2,741
+591
| +27% | +$74.8K | 0.07% | 191 |
|
|
2022
Q1 | $298K | Hold |
2,150
| – | – | 0.05% | 254 |
|
|
2021
Q4 | $253K | Sell |
2,150
-195
| -8% | -$22.9K | 0.04% | 278 |
|
|
2021
Q3 | $299K | Buy |
2,345
+145
| +7% | +$18.5K | 0.05% | 240 |
|
|
2021
Q2 | $287K | Buy |
+2,200
| New | +$287K | 0.04% | 237 |
|
|
2021
Q1 | – | Sell |
-2,200
| Closed | -$241K | – | 56 |
|
|
2020
Q4 | $241K | Buy |
+2,200
| New | +$241K | 0.05% | 260 |
|
|
2020
Q3 | – | Sell |
-2,200
| Closed | -$214K | – | 85 |
|
|
2020
Q2 | $214K | Buy |
+2,200
| New | +$214K | 0.06% | 217 |
|
|
2019
Q3 | – | Sell |
-2,200
| Closed | -$224K | – | 136 |
|
|
2019
Q2 | $224K | Buy |
+2,200
| New | +$224K | 0.1% | 111 |
|