CPC
Consolidated Planning Corp’s Allstate ALL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.39M | Buy |
21,790
+534
| +3% | +$108K | 0.55% | 64 |
|
2025
Q1 | $4.4M | Buy |
21,256
+20,034
| +1,639% | +$4.15M | 0.61% | 55 |
|
2024
Q4 | $236K | Hold |
1,222
| – | – | 0.03% | 185 |
|
2024
Q3 | $232K | Buy |
+1,222
| New | +$232K | 0.03% | 181 |
|
2024
Q2 | – | Sell |
-1,186
| Closed | -$205K | – | 185 |
|
2024
Q1 | $205K | Buy |
+1,186
| New | +$205K | 0.04% | 179 |
|
2021
Q4 | – | Sell |
-1,405
| Closed | -$179K | – | 82 |
|
2021
Q3 | $179K | Buy |
+1,405
| New | +$179K | 0.12% | 68 |
|