Crewe 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 | $426K | Buy |
2,116
+59
| +3% | +$11.9K | 0.06% | 104 |
|
|
2025
Q1 | $426K | Sell |
2,057
-25
| -1% | -$5.18K | 0.06% | 86 |
|
|
2024
Q4 | $401K | Sell |
2,082
-200
| -9% | -$38.6K | 0.06% | 93 |
|
|
2024
Q3 | $433K | Buy |
2,282
+110
| +5% | +$20.9K | 0.05% | 91 |
|
|
2024
Q2 | $347K | Buy |
2,172
+230
| +12% | +$36.7K | 0.04% | 135 |
|
|
2024
Q1 | $336K | Buy |
+1,942
| New | +$336K | 0.04% | 130 |
|
|
2023
Q3 | – | Sell |
-2,338
| Closed | -$255K | – | 601 |
|
|
2023
Q2 | $255K | Buy |
2,338
+81
| +4% | +$8.83K | 0.04% | 120 |
|
|
2023
Q1 | $250K | Sell |
2,257
-265
| -11% | -$29.4K | 0.04% | 133 |
|
|
2022
Q4 | $342K | Sell |
2,522
-36
| -1% | -$4.88K | 0.05% | 103 |
|
|
2022
Q3 | $319K | Buy |
2,558
+69
| +3% | +$8.61K | 0.06% | 99 |
|
|
2022
Q2 | $315K | Buy |
2,489
+332
| +15% | +$42K | 0.07% | 89 |
|
|
2022
Q1 | $299K | Buy |
2,157
+1,544
| +252% | +$214K | 0.06% | 81 |
|
|
2021
Q4 | $72K | Buy |
613
+335
| +121% | +$39.3K | 0.01% | 159 |
|
|
2021
Q3 | $35K | Hold |
278
| – | – | 0.01% | 176 |
|
|
2021
Q2 | $36K | Hold |
278
| – | – | 0.01% | 176 |
|
|
2021
Q1 | $32K | Hold |
278
| – | – | 0.01% | 179 |
|
|
2020
Q4 | $31K | Sell |
278
-68
| -20% | -$7.58K | 0.01% | 170 |
|
|
2020
Q3 | $33K | Buy |
346
+68
| +24% | +$6.49K | 0.02% | 152 |
|
|
2020
Q2 | $27K | Hold |
278
| – | – | 0.01% | 133 |
|
|
2020
Q1 | $26K | Hold |
278
| – | – | 0.02% | 111 |
|
|
2019
Q4 | $31K | Hold |
278
| – | – | 0.01% | 130 |
|
|
2019
Q3 | $30K | Hold |
278
| – | – | 0.01% | 142 |
|
|
2019
Q2 | $28K | Hold |
278
| – | – | 0.01% | 169 |
|
|
2019
Q1 | $26K | Hold |
278
| – | – | 0.01% | 149 |
|
|
2018
Q4 | $23K | Hold |
278
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $27K | Hold |
278
| – | – | 0.02% | 158 |
|
|
2018
Q2 | $25K | Sell |
278
-260
| -48% | -$23.4K | 0.02% | 162 |
|
|
2018
Q1 | $51K | Buy |
538
+260
| +94% | +$24.6K | 0.05% | 111 |
|
|
2017
Q4 | $29K | Buy |
+278
| New | +$29K | 0.03% | 161 |
|