Forum Financial Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Buy |
20,257
+2,504
| +14% | +$504K | 0.06% | 68 |
|
|
2025
Q1 | $3.68M | Buy |
+17,753
| New | +$3.68M | 0.06% | 68 |
|
|
2024
Q4 | – | Sell |
-9,679
| Closed | -$1.84M | – | 902 |
|
|
2024
Q3 | $1.84M | Buy |
9,679
+131
| +1% | +$24.8K | 0.03% | 114 |
|
|
2024
Q2 | $1.52M | Sell |
9,548
-41
| -0.4% | -$6.55K | 0.03% | 130 |
|
|
2024
Q1 | $1.66M | Buy |
9,589
+303
| +3% | +$52.4K | 0.03% | 135 |
|
|
2023
Q4 | $1.3M | Sell |
9,286
-566
| -6% | -$79.2K | 0.02% | 135 |
|
|
2023
Q3 | $1.1M | Buy |
9,852
+297
| +3% | +$33.1K | 0.02% | 145 |
|
|
2023
Q2 | $1.04M | Buy |
9,555
+427
| +5% | +$46.6K | 0.02% | 154 |
|
|
2023
Q1 | $1.01M | Sell |
9,128
-106
| -1% | -$11.7K | 0.03% | 141 |
|
|
2022
Q4 | $1.25M | Sell |
9,234
-253
| -3% | -$34.3K | 0.04% | 108 |
|
|
2022
Q3 | $1.18M | Sell |
9,487
-15
| -0.2% | -$1.87K | 0.06% | 97 |
|
|
2022
Q2 | $1.2M | Sell |
9,502
-4
| -0% | -$507 | 0.06% | 106 |
|
|
2022
Q1 | $1.32M | Buy |
9,506
+428
| +5% | +$59.3K | 0.06% | 95 |
|
|
2021
Q4 | $1.07M | Buy |
+9,078
| New | +$1.07M | 0.05% | 118 |
|