Independent Advisor Alliance’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
20,536
+554
| +3% | +$112K | 0.12% | 145 |
|
|
2025
Q1 | $4.14M | Buy |
19,982
+19
| +0.1% | +$3.93K | 0.14% | 132 |
|
|
2024
Q4 | $3.85M | Sell |
19,963
-535
| -3% | -$103K | 0.05% | 333 |
|
|
2024
Q3 | $3.89M | Buy |
20,498
+14,237
| +227% | +$2.7M | 0.14% | 127 |
|
|
2024
Q2 | $1,000K | Buy |
6,261
+1,591
| +34% | +$254K | 0.03% | 327 |
|
|
2024
Q1 | $808K | Sell |
4,670
-263
| -5% | -$45.5K | 0.03% | 358 |
|
|
2023
Q4 | $691K | Buy |
4,933
+471
| +11% | +$65.9K | 0.02% | 369 |
|
|
2023
Q3 | $497K | Sell |
4,462
-2,675
| -37% | -$298K | 0.02% | 415 |
|
|
2023
Q2 | $778K | Sell |
7,137
-797
| -10% | -$86.9K | 0.03% | 340 |
|
|
2023
Q1 | $879K | Buy |
+7,934
| New | +$879K | 0.04% | 307 |
|
|
2022
Q4 | – | Sell |
-8,720
| Closed | -$1.09M | – | 430 |
|
|
2022
Q3 | $1.09M | Sell |
8,720
-70
| -0.8% | -$8.72K | 0.06% | 251 |
|
|
2022
Q2 | $1.11M | Sell |
8,790
-188
| -2% | -$23.8K | 0.06% | 253 |
|
|
2022
Q1 | $1.24M | Buy |
8,978
+5,803
| +183% | +$804K | 0.06% | 246 |
|
|
2021
Q4 | $374K | Buy |
3,175
+187
| +6% | +$22K | 0.02% | 463 |
|
|
2021
Q3 | $380K | Sell |
2,988
-115
| -4% | -$14.6K | 0.02% | 434 |
|
|
2021
Q2 | $405K | Buy |
3,103
+113
| +4% | +$14.7K | 0.02% | 437 |
|
|
2021
Q1 | $344K | Sell |
2,990
-104
| -3% | -$12K | 0.02% | 460 |
|
|
2020
Q4 | $340K | Buy |
3,094
+62
| +2% | +$6.81K | 0.02% | 416 |
|
|
2020
Q3 | $285K | Sell |
3,032
-133
| -4% | -$12.5K | 0.02% | 396 |
|
|
2020
Q2 | $307K | Buy |
3,165
+137
| +5% | +$13.3K | 0.03% | 361 |
|
|
2020
Q1 | $278K | Buy |
+3,028
| New | +$278K | 0.04% | 291 |
|