IMA Advisory Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $829K | Buy |
4,098
+2,892
| +240% | +$585K | 0.09% | 131 |
|
|
2025
Q1 | $251K | Buy |
+1,206
| New | +$251K | 0.03% | 163 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | -$1K | – | 344 |
|
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 304 |
|
|
2019
Q2 | – | Sell |
-813
| Closed | -$77K | – | 277 |
|
|
2019
Q1 | $77K | Buy |
813
+798
| +5,320% | +$75.6K | 0.03% | 139 |
|
|
2018
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 303 |
|
|
2018
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 312 |
|
|
2018
Q2 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 414 |
|