HBK Sorce Advisory’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $324K | Buy |
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|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $328K | Sell |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $247K | Sell |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $203K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $384K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $248K | Buy |
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|
2021
Q4 | $210K | Sell |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $252K | Sell |
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|
2021
Q1 | $239K | Buy |
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|
2020
Q4 | $211K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $219K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $236K | Sell |
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|
2019
Q3 | $235K | Buy |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $217K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Sell |
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|
2018
Q2 | $204K | Buy |
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|
2018
Q1 | $210K | Hold |
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|
2017
Q4 | $232K | Buy |
|