Clifford Swan Investment Counsel’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $634K | Hold |
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|
2025
Q1 | $652K | Sell |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $648K | Hold |
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|
2024
Q2 | $545K | Sell |
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|
2024
Q1 | $608K | Hold |
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|
2023
Q4 | $492K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $383K | Hold |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $465K | Buy |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $420K | Hold |
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|
2021
Q3 | $441K | Sell |
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|
2021
Q2 | $466K | Hold |
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|
2021
Q1 | $415K | Hold |
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|
2020
Q4 | $397K | Sell |
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|
2020
Q3 | $341K | Buy |
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|
2020
Q2 | $351K | Hold |
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|
2020
Q1 | $332K | Sell |
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|
2019
Q4 | $432K | Hold |
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|
2019
Q3 | $418K | Hold |
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|
2019
Q2 | $391K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $318K | Hold |
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|
2018
Q3 | $379K | Hold |
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|
2018
Q2 | $351K | Sell |
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|
2018
Q1 | $377K | Sell |
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|
2017
Q4 | $584K | Hold |
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|
2017
Q3 | $513K | Buy |
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|
2017
Q2 | $474K | Buy |
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|
2017
Q1 | $328K | Hold |
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|
2016
Q4 | $298K | Sell |
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|
2016
Q3 | $312K | Hold |
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|
2016
Q2 | $316K | Sell |
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|
2016
Q1 | $329K | Sell |
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|
2015
Q4 | $337K | Hold |
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|
2015
Q3 | $316K | Hold |
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|
2015
Q2 | $352K | Hold |
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|
2015
Q1 | $387K | Hold |
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|
2014
Q4 | $382K | Hold |
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|
2014
Q3 | $333K | Sell |
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|
2014
Q2 | $327K | Hold |
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|
2014
Q1 | $315K | Hold |
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|
2013
Q4 | $303K | Hold |
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|
2013
Q3 | $281K | Hold |
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|
2013
Q2 | $268K | Buy |
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