First Foundation Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,227
| Closed | -$243K | – | 425 |
|
|
2023
Q2 | $243K | Sell |
2,227
-298
| -12% | -$32.5K | 0.01% | 355 |
|
|
2023
Q1 | $280K | Buy |
2,525
+1,009
| +67% | +$112K | 0.01% | 306 |
|
|
2022
Q4 | $206K | Buy |
+1,516
| New | +$206K | 0.01% | 366 |
|
|
2020
Q3 | – | Sell |
-2,311
| Closed | -$224K | – | 373 |
|
|
2020
Q2 | $224K | Sell |
2,311
-3,139
| -58% | -$304K | 0.01% | 321 |
|
|
2020
Q1 | $500K | Buy |
+5,450
| New | +$500K | 0.03% | 226 |
|
|
2018
Q4 | – | Sell |
-2,210
| Closed | -$218K | – | 379 |
|
|
2018
Q3 | $218K | Buy |
+2,210
| New | +$218K | 0.01% | 321 |
|