Evoke Wealth’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $531K | Buy |
2,624
+780
| +42% | +$158K | 0.01% | 327 |
|
|
2025
Q1 | $384K | Buy |
1,844
+135
| +8% | +$28.1K | 0.01% | 310 |
|
|
2024
Q4 | $331K | Sell |
1,709
-65
| -4% | -$12.6K | 0.01% | 327 |
|
|
2024
Q3 | $338K | Buy |
+1,774
| New | +$338K | 0.01% | 316 |
|
|
2024
Q2 | – | Sell |
-1,854
| Closed | -$322K | – | 116 |
|
|
2024
Q1 | $322K | Buy |
+1,854
| New | +$322K | 0.01% | 314 |
|
|
2023
Q1 | – | Sell |
-1,687
| Closed | -$230K | – | 351 |
|
|
2022
Q4 | $230K | Buy |
1,687
+20
| +1% | +$2.73K | 0.01% | 321 |
|
|
2022
Q3 | $209K | Sell |
1,667
-1
| -0.1% | -$125 | 0.01% | 314 |
|
|
2022
Q2 | $213K | Buy |
1,668
+26
| +2% | +$3.32K | 0.01% | 305 |
|
|
2022
Q1 | $229K | Sell |
1,642
-201
| -11% | -$28K | 0.01% | 328 |
|
|
2021
Q4 | $218K | Buy |
1,843
+4
| +0.2% | +$473 | 0.01% | 349 |
|
|
2021
Q3 | $235K | Sell |
1,839
-15
| -0.8% | -$1.92K | 0.01% | 319 |
|
|
2021
Q2 | $243K | Buy |
1,854
+15
| +0.8% | +$1.97K | 0.01% | 320 |
|
|
2021
Q1 | $213K | Hold |
1,839
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $203K | Buy |
1,839
+59
| +3% | +$6.51K | 0.01% | 230 |
|
|
2020
Q3 | $169K | Sell |
1,780
-5
| -0.3% | -$475 | 0.01% | 227 |
|
|
2020
Q2 | $174K | Buy |
1,785
+3
| +0.2% | +$292 | 0.02% | 208 |
|
|
2020
Q1 | $164K | Sell |
1,782
-1,251
| -41% | -$115K | 0.02% | 203 |
|
|
2019
Q4 | $343K | Sell |
3,033
-24
| -0.8% | -$2.71K | 0.04% | 155 |
|
|
2019
Q3 | $334K | Buy |
+3,057
| New | +$334K | 0.04% | 187 |
|