GYL Financial Synergies’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $901K | Sell |
4,752
-94
| -2% | -$16.7K | 0.07% | 191 |
|
|
2024
Q2 | $774K | Sell |
4,846
-266
| -5% | -$44.4K | 0.06% | 204 |
|
|
2024
Q1 | $884K | Sell |
5,112
-553
| -10% | -$87.3K | 0.07% | 193 |
|
|
2023
Q4 | $793K | Sell |
5,665
-153
| -3% | -$19.9K | 0.07% | 201 |
|
|
2023
Q3 | $648K | Sell |
5,818
-15,859
| -73% | -$1.73M | 0.06% | 212 |
|
|
2023
Q2 | $2.36M | Buy |
21,677
+17,924
| +478% | +$2.03M | 0.22% | 99 |
|
|
2023
Q1 | $416K | Sell |
3,753
-252
| -6% | -$31.9K | 0.05% | 211 |
|
|
2022
Q4 | $543K | Sell |
4,005
-167
| -4% | -$21.8K | 0.12% | 117 |
|
|
2022
Q3 | $520K | Buy |
4,172
+13
| +0.3% | +$1.61K | 0.14% | 98 |
|
|
2022
Q2 | $527K | Sell |
4,159
-101
| -2% | -$13.2K | 0.14% | 96 |
|
|
2022
Q1 | $590K | Buy |
4,260
+873
| +26% | +$110K | 0.14% | 94 |
|
|
2021
Q4 | $398K | Buy |
3,387
+180
| +6% | +$21.3K | 0.11% | 142 |
|
|
2021
Q3 | $408K | Sell |
3,207
-184
| -5% | -$24.3K | 0.21% | 124 |
|
|
2021
Q2 | $442K | Buy |
3,391
+37
| +1% | +$4.78K | 0.23% | 112 |
|
|
2021
Q1 | $385K | Sell |
3,354
-2,495
| -43% | -$275K | 0.21% | 122 |
|
|
2020
Q4 | $643K | Buy |
5,849
+45
| +0.8% | +$4.42K | 0.37% | 63 |
|
|
2020
Q3 | $546K | Buy |
5,804
+1,045
| +22% | +$97.5K | 0.36% | 66 |
|
|
2020
Q2 | $462K | Buy |
4,759
+193
| +4% | +$19K | 0.33% | 75 |
|
|
2020
Q1 | $419K | Buy |
4,566
+33
| +0.7% | +$3.59K | 0.27% | 71 |
|
|
2019
Q4 | $510K | Buy |
4,533
+236
| +5% | +$25.8K | 0.23% | 77 |
|
|
2019
Q3 | $467K | Buy |
4,297
+92
| +2% | +$9.6K | 0.23% | 83 |
|
|
2019
Q2 | $428K | Buy |
4,205
+96
| +2% | +$9.38K | 0.23% | 76 |
|
|
2019
Q1 | $387K | Sell |
4,109
-33
| -0.8% | -$2.98K | 0.22% | 83 |
|
|
2018
Q4 | $342K | Buy |
+4,142
| New | +$372K | 0.25% | 83 |
|