Financial Gravity Asset Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $2.69K | Buy |
+13
| New | +$2.69K | ﹤0.01% | 785 |
|
2024
Q2 | – | Sell |
-2
| Closed | -$342 | – | 1457 |
|
2024
Q1 | $342 | Buy |
+2
| New | +$342 | ﹤0.01% | 1488 |
|
2023
Q3 | – | Sell |
-109
| Closed | -$200 | – | 1252 |
|
2023
Q2 | $200 | Buy |
+109
| New | +$200 | ﹤0.01% | 1178 |
|
2023
Q1 | – | Sell |
-136
| Closed | -$283 | – | 1138 |
|
2022
Q4 | $283 | Buy |
+136
| New | +$283 | ﹤0.01% | 885 |
|
2022
Q1 | – | Sell |
-118
| Closed | -$25 | – | 903 |
|
2021
Q4 | $25 | Buy |
+118
| New | +$25 | ﹤0.01% | 807 |
|
2019
Q3 | – | Hold |
0
| – | – | – | 1186 |
|
2019
Q2 | – | Sell |
-36
| Closed | -$3K | – | 1218 |
|
2019
Q1 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 807 |
|
2018
Q3 | $1K | Buy |
6
+2
| +50% | +$333 | ﹤0.01% | 1064 |
|
2018
Q2 | $0 | Sell |
4
-5
| -56% | – | ﹤0.01% | 1399 |
|
2018
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 1056 |
|