GVAG
Great Valley Advisor Group’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
5,821
+591
| +11% | +$119K | 0.03% | 427 |
|
|
2025
Q1 | $1.08M | Sell |
5,230
-1,081
| -17% | -$224K | 0.02% | 438 |
|
|
2024
Q4 | $1.22M | Sell |
6,311
-85
| -1% | -$16.4K | 0.03% | 402 |
|
|
2024
Q3 | $1.21M | Buy |
6,396
+300
| +5% | +$56.9K | 0.03% | 394 |
|
|
2024
Q2 | $973K | Buy |
6,096
+2,768
| +83% | +$442K | 0.03% | 390 |
|
|
2024
Q1 | $576K | Sell |
3,328
-67
| -2% | -$11.6K | 0.02% | 462 |
|
|
2023
Q4 | $476K | Buy |
3,395
+28
| +0.8% | +$3.92K | 0.02% | 472 |
|
|
2023
Q3 | $375K | Sell |
3,367
-8,158
| -71% | -$909K | 0.02% | 500 |
|
|
2023
Q2 | $1.26M | Buy |
11,525
+1,678
| +17% | +$183K | 0.05% | 286 |
|
|
2023
Q1 | $1.09M | Buy |
9,847
+6,108
| +163% | +$677K | 0.05% | 291 |
|
|
2022
Q4 | $507K | Sell |
3,739
-1,200
| -24% | -$163K | 0.03% | 437 |
|
|
2022
Q3 | $615K | Sell |
4,939
-1,195
| -19% | -$149K | 0.03% | 384 |
|
|
2022
Q2 | $777K | Buy |
6,134
+561
| +10% | +$71.1K | 0.04% | 345 |
|
|
2022
Q1 | $765K | Sell |
5,573
-10
| -0.2% | -$1.37K | 0.04% | 314 |
|
|
2021
Q4 | $660K | Buy |
5,583
+2,070
| +59% | +$245K | 0.04% | 336 |
|
|
2021
Q3 | $447K | Sell |
3,513
-25
| -0.7% | -$3.18K | 0.03% | 386 |
|
|
2021
Q2 | $455K | Buy |
3,538
+170
| +5% | +$21.9K | 0.03% | 369 |
|
|
2021
Q1 | $387K | Buy |
3,368
+299
| +10% | +$34.4K | 0.04% | 352 |
|
|
2020
Q4 | $337K | Hold |
3,069
| – | – | 0.03% | 353 |
|
|
2020
Q3 | $288K | Buy |
3,069
+3
| +0.1% | +$282 | 0.04% | 337 |
|
|
2020
Q2 | $297K | Buy |
3,066
+396
| +15% | +$38.4K | 0.05% | 317 |
|
|
2020
Q1 | $245K | Hold |
2,670
| – | – | 0.06% | 268 |
|
|
2019
Q4 | $300K | Hold |
2,670
| – | – | 0.07% | 281 |
|
|
2019
Q3 | $290K | Hold |
2,670
| – | – | 0.07% | 264 |
|
|
2019
Q2 | $272K | Hold |
2,670
| – | – | 0.07% | 267 |
|
|
2019
Q1 | $251K | Hold |
2,670
| – | – | 0.08% | 252 |
|
|
2018
Q4 | $221K | Buy |
+2,670
| New | +$221K | 0.08% | 211 |
|