IHT Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $756K | Sell |
3,754
-66
| -2% | -$13.3K | 0.02% | 577 |
|
|
2025
Q1 | $791K | Buy |
3,820
+54
| +1% | +$11.2K | 0.02% | 531 |
|
|
2024
Q4 | $726K | Sell |
3,766
-497
| -12% | -$95.8K | 0.02% | 554 |
|
|
2024
Q3 | $809K | Buy |
4,263
+229
| +6% | +$43.4K | 0.02% | 564 |
|
|
2024
Q2 | $644K | Buy |
4,034
+33
| +0.8% | +$5.27K | 0.02% | 558 |
|
|
2024
Q1 | $692K | Buy |
4,001
+56
| +1% | +$9.69K | 0.03% | 535 |
|
|
2023
Q4 | $552K | Buy |
3,945
+242
| +7% | +$33.9K | 0.02% | 565 |
|
|
2023
Q3 | $413K | Buy |
3,703
+840
| +29% | +$93.6K | 0.02% | 614 |
|
|
2023
Q2 | $312K | Sell |
2,863
-202
| -7% | -$22K | 0.02% | 709 |
|
|
2023
Q1 | $340K | Sell |
3,065
-52
| -2% | -$5.76K | 0.02% | 653 |
|
|
2022
Q4 | $423K | Sell |
3,117
-644
| -17% | -$87.3K | 0.03% | 538 |
|
|
2022
Q3 | $468K | Buy |
3,761
+837
| +29% | +$104K | 0.04% | 474 |
|
|
2022
Q2 | $371K | Sell |
2,924
-15
| -0.5% | -$1.9K | 0.03% | 470 |
|
|
2022
Q1 | $407K | Buy |
2,939
+3
| +0.1% | +$415 | 0.03% | 479 |
|
|
2021
Q4 | $345K | Sell |
2,936
-68
| -2% | -$7.99K | 0.03% | 555 |
|
|
2021
Q3 | $382K | Sell |
3,004
-1,262
| -30% | -$160K | 0.03% | 514 |
|
|
2021
Q2 | $556K | Buy |
4,266
+138
| +3% | +$18K | 0.04% | 499 |
|
|
2021
Q1 | $474K | Buy |
4,128
+185
| +5% | +$21.2K | 0.03% | 477 |
|
|
2020
Q4 | $434K | Buy |
3,943
+1,305
| +49% | +$144K | 0.04% | 455 |
|
|
2020
Q3 | $248K | Sell |
2,638
-55
| -2% | -$5.17K | 0.02% | 540 |
|
|
2020
Q2 | $261K | Sell |
2,693
-225
| -8% | -$21.8K | 0.04% | 446 |
|
|
2020
Q1 | $268K | Buy |
2,918
+230
| +9% | +$21.1K | 0.04% | 419 |
|
|
2019
Q4 | $302K | Sell |
2,688
-516
| -16% | -$58K | 0.04% | 445 |
|
|
2019
Q3 | $348K | Buy |
+3,204
| New | +$348K | 0.05% | 390 |
|
|
2018
Q2 | – | Sell |
-1,670
| Closed | -$156K | – | 446 |
|
|
2018
Q1 | $156K | Buy |
1,670
+285
| +21% | +$26.6K | 0.04% | 396 |
|
|
2017
Q4 | $140K | Buy |
1,385
+226
| +19% | +$22.8K | 0.04% | 420 |
|
|
2017
Q3 | $108K | Sell |
1,159
-116
| -9% | -$10.8K | 0.05% | 341 |
|
|
2017
Q2 | $113 | Buy |
1,275
+405
| +47% | +$36 | 0.05% | 314 |
|
|
2017
Q1 | $71K | Hold |
870
| – | – | 0.05% | 343 |
|
|
2016
Q4 | $64K | Buy |
+870
| New | +$64K | 0.05% | 339 |
|