Everett Harris & Co’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
1,574
| – | – | ﹤0.01% | 265 |
|
|
2025
Q1 | $326K | Hold |
1,574
| – | – | ﹤0.01% | 257 |
|
|
2024
Q4 | $303K | Buy |
1,574
+19
| +1% | +$3.66K | ﹤0.01% | 243 |
|
|
2024
Q3 | $295K | Hold |
1,555
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $248K | Hold |
1,555
| – | – | ﹤0.01% | 249 |
|
|
2024
Q1 | $269K | Hold |
1,555
| – | – | ﹤0.01% | 240 |
|
|
2023
Q4 | $218K | Buy |
+1,555
| New | +$218K | ﹤0.01% | 246 |
|
|
2023
Q1 | – | Sell |
-1,525
| Closed | -$207K | – | 253 |
|
|
2022
Q4 | $207K | Buy |
+1,525
| New | +$207K | ﹤0.01% | 245 |
|
|
2015
Q2 | – | Sell |
-3,209
| Closed | -$228K | – | 242 |
|
|
2015
Q1 | $228K | Buy |
+3,209
| New | +$228K | 0.01% | 218 |
|