HHM 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 | $518K | Hold |
2,572
| – | – | 0.06% | 113 |
|
|
2025
Q1 | $533K | Hold |
2,572
| – | – | 0.07% | 101 |
|
|
2024
Q4 | $496K | Buy |
2,572
+732
| +40% | +$141K | 0.07% | 104 |
|
|
2024
Q3 | $349K | Buy |
1,840
+203
| +12% | +$38.5K | 0.05% | 123 |
|
|
2024
Q2 | $261K | Buy |
1,637
+165
| +11% | +$26.3K | 0.04% | 143 |
|
|
2024
Q1 | $255K | Hold |
1,472
| – | – | 0.04% | 129 |
|
|
2023
Q4 | $206K | Sell |
1,472
-80
| -5% | -$11.2K | 0.04% | 136 |
|
|
2023
Q3 | $173K | Buy |
1,552
+30
| +2% | +$3.34K | 0.03% | 140 |
|
|
2023
Q2 | $166K | Hold |
1,522
| – | – | 0.03% | 152 |
|
|
2023
Q1 | $169K | Buy |
1,522
+56
| +4% | +$6.21K | 0.03% | 142 |
|
|
2022
Q4 | $199K | Sell |
1,466
-55
| -4% | -$7.46K | 0.05% | 119 |
|
|
2022
Q3 | $189K | Buy |
1,521
+465
| +44% | +$57.8K | 0.05% | 110 |
|
|
2022
Q2 | $134K | Hold |
1,056
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $146K | Hold |
1,056
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $124K | Hold |
1,056
| – | – | 0.03% | 191 |
|
|
2021
Q3 | $134K | Buy |
1,056
+1,027
| +3,541% | +$130K | 0.04% | 176 |
|
|
2021
Q2 | $4K | Hold |
29
| – | – | ﹤0.01% | 539 |
|
|
2021
Q1 | $3K | Hold |
29
| – | – | ﹤0.01% | 516 |
|
|
2020
Q4 | $3K | Hold |
29
| – | – | ﹤0.01% | 479 |
|
|
2020
Q3 | $3K | Hold |
29
| – | – | ﹤0.01% | 448 |
|
|
2020
Q2 | $3K | Buy |
+29
| New | +$3K | ﹤0.01% | 430 |
|