First Affirmative Financial Network’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $413K | Sell |
1,993
-156
| -7% | -$32.3K | 0.25% | 113 |
|
2024
Q4 | $414K | Sell |
2,149
-37
| -2% | -$7.13K | 0.24% | 113 |
|
2024
Q3 | $414K | Sell |
2,186
-144
| -6% | -$27.3K | 0.23% | 124 |
|
2024
Q2 | $372K | Buy |
2,330
+23
| +1% | +$3.67K | 0.26% | 117 |
|
2024
Q1 | $399K | Buy |
2,307
+2
| +0.1% | +$346 | 0.29% | 105 |
|
2023
Q4 | $323K | Buy |
+2,305
| New | +$323K | 0.26% | 129 |
|