FIA
Foundations Investment Advisors’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.03M | Sell |
24,985
-2,381
| -9% | -$479K | 0.08% | 198 |
|
|
2025
Q1 | $5.67M | Sell |
27,366
-11,343
| -29% | -$2.35M | 0.1% | 189 |
|
|
2024
Q4 | $7.46M | Buy |
38,709
+51
| +0.1% | +$9.83K | 0.14% | 140 |
|
|
2024
Q3 | $7.33M | Buy |
38,658
+31,778
| +462% | +$6.03M | 0.15% | 127 |
|
|
2024
Q2 | $1.1M | Sell |
6,880
-124
| -2% | -$19.8K | 0.03% | 321 |
|
|
2024
Q1 | $1.21M | Buy |
7,004
+132
| +2% | +$22.8K | 0.03% | 292 |
|
|
2023
Q4 | $1.07M | Buy |
6,872
+352
| +5% | +$55K | 0.03% | 301 |
|
|
2023
Q3 | $726K | Buy |
6,520
+591
| +10% | +$65.8K | 0.02% | 326 |
|
|
2023
Q2 | $646K | Buy |
5,929
+1,173
| +25% | +$128K | 0.02% | 314 |
|
|
2023
Q1 | $527K | Buy |
4,756
+780
| +20% | +$86.4K | 0.02% | 313 |
|
|
2022
Q4 | $539K | Buy |
3,976
+683
| +21% | +$92.6K | 0.02% | 267 |
|
|
2022
Q3 | $410K | Buy |
3,293
+252
| +8% | +$31.4K | 0.02% | 284 |
|
|
2022
Q2 | $399K | Buy |
3,041
+72
| +2% | +$9.45K | 0.02% | 266 |
|
|
2022
Q1 | $419K | Sell |
2,969
-7
| -0.2% | -$988 | 0.02% | 219 |
|
|
2021
Q4 | $368K | Buy |
2,976
+75
| +3% | +$9.27K | 0.01% | 240 |
|
|
2021
Q3 | $372K | Buy |
2,901
+83
| +3% | +$10.6K | 0.02% | 230 |
|
|
2021
Q2 | $376K | Buy |
2,818
+47
| +2% | +$6.27K | 0.02% | 206 |
|
|
2021
Q1 | $322K | Buy |
2,771
+177
| +7% | +$20.6K | 0.02% | 172 |
|
|
2020
Q4 | $285K | Buy |
2,594
+43
| +2% | +$4.72K | 0.02% | 149 |
|
|
2020
Q3 | $237K | Buy |
2,551
+208
| +9% | +$19.3K | 0.05% | 151 |
|
|
2020
Q2 | $220K | Buy |
2,343
+27
| +1% | +$2.54K | 0.02% | 153 |
|
|
2020
Q1 | $200K | Hold |
2,316
| – | – | 0.02% | 112 |
|
|
2019
Q4 | $262K | Buy |
2,316
+11
| +0.5% | +$1.24K | 0.03% | 115 |
|
|
2019
Q3 | $244K | Buy |
2,305
+11
| +0.5% | +$1.16K | 0.03% | 114 |
|
|
2019
Q2 | $240K | Buy |
2,294
+23
| +1% | +$2.41K | 0.04% | 108 |
|
|
2019
Q1 | $214K | Hold |
2,271
| – | – | 0.04% | 92 |
|
|
2018
Q4 | $202K | Buy |
2,271
+23
| +1% | +$2.05K | 0.04% | 97 |
|
|
2018
Q3 | $222K | Buy |
2,248
+11
| +0.5% | +$1.09K | 0.05% | 91 |
|
|
2018
Q2 | $204K | Buy |
+2,237
| New | +$204K | 0.05% | 89 |
|