IA
IFG Advisors’s Allstate ALL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Buy |
1,779
+6
| +0.3% | +$1.21K | 0.06% | 114 |
|
2025
Q1 | $367K | Hold |
1,773
| – | – | 0.07% | 107 |
|
2024
Q4 | $342K | Sell |
1,773
-95
| -5% | -$18.3K | 0.07% | 109 |
|
2024
Q3 | $354K | Buy |
1,868
+79
| +4% | +$15K | 0.08% | 101 |
|
2024
Q2 | $286K | Hold |
1,789
| – | – | 0.07% | 110 |
|
2024
Q1 | $310K | Hold |
1,789
| – | – | 0.08% | 102 |
|
2023
Q4 | $250K | Buy |
+1,789
| New | +$250K | 0.07% | 108 |
|
2023
Q2 | – | Sell |
-1,809
| Closed | -$200K | – | 119 |
|
2023
Q1 | $200K | Sell |
1,809
-315
| -15% | -$34.9K | 0.08% | 118 |
|
2022
Q4 | $288K | Sell |
2,124
-75
| -3% | -$10.2K | 0.13% | 89 |
|
2022
Q3 | $274K | Buy |
2,199
+95
| +5% | +$11.8K | 0.14% | 84 |
|
2022
Q2 | $267K | Hold |
2,104
| – | – | 0.14% | 84 |
|
2022
Q1 | $291K | Hold |
2,104
| – | – | 0.13% | 89 |
|
2021
Q4 | $248K | Hold |
2,104
| – | – | 0.11% | 92 |
|
2021
Q3 | $268K | Hold |
2,104
| – | – | 0.12% | 84 |
|
2021
Q2 | $274K | Hold |
2,104
| – | – | 0.13% | 85 |
|
2021
Q1 | $242K | Hold |
2,104
| – | – | 0.13% | 82 |
|
2020
Q4 | $231K | Buy |
+2,104
| New | +$231K | 0.14% | 78 |
|
2020
Q3 | – | Sell |
-2,104
| Closed | -$204K | – | 86 |
|
2020
Q2 | $204K | Buy |
+2,104
| New | +$204K | 0.16% | 80 |
|
2020
Q1 | – | Sell |
-2,104
| Closed | -$237K | – | 84 |
|
2019
Q4 | $237K | Hold |
2,104
| – | – | 0.2% | 56 |
|
2019
Q3 | $229K | Buy |
+2,104
| New | +$229K | 0.21% | 60 |
|