IFP 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 | $413K | Buy |
1,794
+762
| +74% | +$175K | 0.01% | 914 |
|
2025
Q1 | $214K | Buy |
1,032
+138
| +15% | +$28.6K | 0.01% | 1145 |
|
2024
Q4 | $172K | Buy |
894
+38
| +4% | +$7.33K | 0.01% | 1195 |
|
2024
Q3 | $162K | Buy |
856
+8
| +0.9% | +$1.52K | 0.01% | 1184 |
|
2024
Q2 | $136K | Buy |
848
+77
| +10% | +$12.3K | 0.01% | 1227 |
|
2024
Q1 | $133K | Sell |
771
-76
| -9% | -$13.1K | 0.01% | 1173 |
|
2023
Q4 | $118K | Sell |
847
-83
| -9% | -$11.6K | 0.01% | 1172 |
|
2023
Q3 | $104K | Buy |
930
+587
| +171% | +$65.4K | ﹤0.01% | 1237 |
|
2023
Q2 | $37.4K | Sell |
343
-27
| -7% | -$2.94K | ﹤0.01% | 1730 |
|
2023
Q1 | $14.9K | Sell |
370
-3,738
| -91% | -$150K | ﹤0.01% | 2138 |
|
2022
Q4 | $191K | Sell |
4,108
-1,029
| -20% | -$47.8K | 0.01% | 1376 |
|
2022
Q3 | $235K | Buy |
5,137
+319
| +7% | +$14.6K | 0.01% | 1315 |
|
2022
Q2 | $220K | Hold |
4,818
| – | – | 0.01% | 1228 |
|
2022
Q1 | $220K | Buy |
4,818
+4,232
| +722% | +$193K | 0.01% | 1228 |
|
2021
Q4 | $72K | Sell |
586
-625
| -52% | -$76.8K | ﹤0.01% | 1390 |
|
2021
Q3 | $155K | Sell |
1,211
-639
| -35% | -$81.8K | ﹤0.01% | 1053 |
|
2021
Q2 | $240K | Buy |
1,850
+694
| +60% | +$90K | 0.01% | 818 |
|
2021
Q1 | $133K | Sell |
1,156
-314
| -21% | -$36.1K | ﹤0.01% | 1031 |
|
2020
Q4 | $161K | Buy |
1,470
+194
| +15% | +$21.2K | 0.01% | 902 |
|
2020
Q3 | $120K | Buy |
1,276
+74
| +6% | +$6.96K | 0.01% | 908 |
|
2020
Q2 | $115K | Sell |
1,202
-343
| -22% | -$32.8K | 0.01% | 869 |
|
2020
Q1 | $139K | Sell |
1,545
-534
| -26% | -$48K | 0.01% | 701 |
|
2019
Q4 | $233K | Sell |
2,079
-574
| -22% | -$64.3K | 0.02% | 618 |
|
2019
Q3 | $287K | Buy |
+2,653
| New | +$287K | 0.02% | 645 |
|
2019
Q1 | $71K | Sell |
759
-1,927
| -72% | -$180K | 0.01% | 824 |
|
2018
Q4 | $220K | Sell |
2,686
-140
| -5% | -$11.5K | 0.01% | 822 |
|
2018
Q3 | $279K | Sell |
2,826
-2,619
| -48% | -$259K | 0.01% | 906 |
|
2018
Q2 | $497K | Buy |
5,445
+505
| +10% | +$46.1K | 0.02% | 659 |
|
2018
Q1 | $517K | Hold |
4,940
| – | – | 0.02% | 610 |
|
2017
Q4 | $517K | Sell |
4,940
-6,047
| -55% | -$633K | 0.02% | 609 |
|
2017
Q3 | $1.01M | Sell |
10,987
-733
| -6% | -$67.4K | 0.04% | 442 |
|
2017
Q2 | $1.04M | Sell |
11,720
-903
| -7% | -$79.9K | 0.04% | 425 |
|
2017
Q1 | $1.03M | Buy |
12,623
+695
| +6% | +$56.7K | 0.04% | 419 |
|
2016
Q4 | $884K | Buy |
11,928
+148
| +1% | +$11K | 0.04% | 417 |
|
2016
Q3 | $815K | Buy |
11,780
+142
| +1% | +$9.82K | 0.04% | 412 |
|
2016
Q2 | $814K | Buy |
11,638
+10,879
| +1,433% | +$761K | 0.05% | 397 |
|
2016
Q1 | $71K | Sell |
759
-9,792
| -93% | -$916K | 0.01% | 824 |
|
2015
Q4 | $655K | Buy |
+10,551
| New | +$655K | 0.04% | 412 |
|