Forvis Mazars Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
6,882
-50
| -0.7% | -$10.1K | 0.03% | 182 |
|
|
2025
Q1 | $1.44M | Sell |
6,932
-60
| -0.9% | -$12.4K | 0.03% | 176 |
|
|
2024
Q4 | $1.35M | Sell |
6,992
-50
| -0.7% | -$9.64K | 0.03% | 191 |
|
|
2024
Q3 | $1.34M | Sell |
7,042
-92
| -1% | -$17.4K | 0.03% | 194 |
|
|
2024
Q2 | $1.14M | Sell |
7,134
-260
| -4% | -$41.5K | 0.03% | 200 |
|
|
2024
Q1 | $1.28M | Sell |
7,394
-1,250
| -14% | -$216K | 0.03% | 195 |
|
|
2023
Q4 | $1.21M | Sell |
8,644
-2,068
| -19% | -$289K | 0.03% | 189 |
|
|
2023
Q3 | $1.19M | Sell |
10,712
-3,971
| -27% | -$442K | 0.04% | 187 |
|
|
2023
Q2 | $1.6M | Buy |
14,683
+368
| +3% | +$40.1K | 0.05% | 182 |
|
|
2023
Q1 | $1.59M | Buy |
14,315
+103
| +0.7% | +$11.4K | 0.05% | 166 |
|
|
2022
Q4 | $1.93M | Buy |
14,212
+284
| +2% | +$38.5K | 0.07% | 146 |
|
|
2022
Q3 | $1.73M | Sell |
13,928
-87
| -0.6% | -$10.8K | 0.07% | 150 |
|
|
2022
Q2 | $1.78M | Buy |
14,015
+2,185
| +18% | +$277K | 0.07% | 137 |
|
|
2022
Q1 | $1.64M | Buy |
11,830
+2,603
| +28% | +$361K | 0.07% | 120 |
|
|
2021
Q4 | $1.09M | Buy |
9,227
+430
| +5% | +$50.6K | 0.05% | 135 |
|
|
2021
Q3 | $1.12M | Buy |
8,797
+303
| +4% | +$38.6K | 0.05% | 127 |
|
|
2021
Q2 | $1.11M | Sell |
8,494
-216
| -2% | -$28.2K | 0.05% | 128 |
|
|
2021
Q1 | $1M | Buy |
8,710
+279
| +3% | +$32.1K | 0.05% | 134 |
|
|
2020
Q4 | $927K | Buy |
8,431
+1,331
| +19% | +$146K | 0.05% | 156 |
|
|
2020
Q3 | $668K | Buy |
7,100
+1,087
| +18% | +$102K | 0.04% | 170 |
|
|
2020
Q2 | $583K | Buy |
6,013
+2,101
| +54% | +$204K | 0.04% | 176 |
|
|
2020
Q1 | $359K | Buy |
3,912
+1,087
| +38% | +$99.8K | 0.03% | 205 |
|
|
2019
Q4 | $318K | Buy |
2,825
+421
| +18% | +$47.4K | 0.02% | 234 |
|
|
2019
Q3 | $261K | Sell |
2,404
-310
| -11% | -$33.7K | 0.02% | 233 |
|
|
2019
Q2 | $276K | Sell |
2,714
-85
| -3% | -$8.64K | 0.02% | 225 |
|
|
2019
Q1 | $264K | Buy |
2,799
+81
| +3% | +$7.64K | 0.02% | 221 |
|
|
2018
Q4 | $225K | Buy |
2,718
+181
| +7% | +$15K | 0.02% | 212 |
|
|
2018
Q3 | $250K | Hold |
2,537
| – | – | 0.02% | 207 |
|
|
2018
Q2 | $232K | Buy |
2,537
+265
| +12% | +$24.2K | 0.02% | 210 |
|
|
2018
Q1 | $215K | Sell |
2,272
-784
| -26% | -$74.2K | 0.02% | 222 |
|
|
2017
Q4 | $320K | Buy |
3,056
+526
| +21% | +$55.1K | 0.03% | 193 |
|
|
2017
Q3 | $233K | Sell |
2,530
-52
| -2% | -$4.79K | 0.03% | 206 |
|
|
2017
Q2 | $228K | Sell |
2,582
-63
| -2% | -$5.56K | 0.03% | 207 |
|
|
2017
Q1 | $216K | Sell |
2,645
-497
| -16% | -$40.6K | 0.03% | 200 |
|
|
2016
Q4 | $233K | Buy |
+3,142
| New | +$233K | 0.03% | 186 |
|
|
2016
Q3 | – | Sell |
-2,916
| Closed | -$204K | – | 185 |
|
|
2016
Q2 | $204K | Buy |
+2,916
| New | +$204K | 0.03% | 180 |
|
|
2015
Q2 | – | Sell |
-2,980
| Closed | -$212K | – | 183 |
|
|
2015
Q1 | $212K | Buy |
+2,980
| New | +$212K | 0.03% | 176 |
|