Investment Partners’s Allstate ALL Stock Holding History

Investment Partners’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$446K	Buy	2,218 +3	+0.1%	+$604	0.17%	105
2025 Q1	$459K	Buy	2,215 +2	+0.1%	+$414	0.19%	103
2024 Q4	$427K	Sell	2,213 -27	-1%	-$5.21K	0.18%	107
2024 Q3	$425K	Sell	2,240 -88	-4%	-$16.7K	0.18%	101
2024 Q2	$372K	Buy	2,328 +3	+0.1%	+$479	0.17%	109
2024 Q1	$402K	Buy	2,325 +3	+0.1%	+$519	0.18%	102
2023 Q4	$325K	Sell	2,322 -221	-9%	-$30.9K	0.16%	108
2023 Q3	$283K	Sell	2,543 -1,377	-35%	-$153K	0.15%	113
2023 Q2	$427K	Buy	3,920 +7	+0.2%	+$763	0.22%	95
2023 Q1	$434K	Buy	3,913 +6	+0.2%	+$665	0.23%	97
2022 Q4	$530K	Sell	3,907 -3,837	-50%	-$520K	0.28%	88
2022 Q3	$964K	Buy	7,744 +3,842	+98%	+$478K	0.29%	87
2022 Q2	$495K	Buy	3,902 +5	+0.1%	+$634	0.24%	88
2022 Q1	$540K	Buy	3,897 +6	+0.2%	+$831	0.23%	86
2021 Q4	$458K	Buy	3,891 +5	+0.1%	+$589	0.19%	96
2021 Q3	$495K	Sell	3,886 -42	-1%	-$5.35K	0.23%	86
2021 Q2	$512K	Buy	3,928 +7	+0.2%	+$912	0.23%	84
2021 Q1	$450K	Buy	3,921 +4	+0.1%	+$459	0.22%	85
2020 Q4	$431K	Buy	3,917 +5	+0.1%	+$550	0.23%	81
2020 Q3	$368K	Sell	3,912 -1,996	-34%	-$188K	0.22%	84
2020 Q2	$573K	Buy	5,908 +5	+0.1%	+$485	0.34%	70
2020 Q1	$541K	Sell	5,903 -247	-4%	-$22.6K	0.39%	65
2019 Q4	$692K	Buy	6,150 +4	+0.1%	+$450	0.47%	58
2019 Q3	$668K	Buy	6,146 +103	+2%	+$11.2K	0.49%	57
2019 Q2	$615K	Sell	6,043 -243	-4%	-$24.7K	0.44%	62
2019 Q1	$592K	Buy	6,286 +4	+0.1%	+$377	0.43%	66
2018 Q4	$519K	Buy	+6,282	New	+$519K	0.44%	64
2018 Q3	–	Sell	-6,277	Closed	-$573K	–	124
2018 Q2	$573K	Sell	6,277 -1,297	-17%	-$118K	0.43%	61
2018 Q1	$718K	Buy	7,574 +17	+0.2%	+$1.61K	0.53%	56
2017 Q4	$791K	Sell	7,557 -9	-0.1%	-$942	0.59%	55
2017 Q3	$695K	Buy	7,566 +3	+0%	+$276	0.6%	56
2017 Q2	$669K	Sell	7,563 -85	-1%	-$7.52K	0.61%	57
2017 Q1	$623K	Buy	7,648 +3	+0%	+$244	0.6%	60
2016 Q4	$567K	Sell	7,645 -5,394	-41%	-$400K	0.55%	62
2016 Q3	$902K	Buy	13,039 +5,252	+67%	+$363K	0.51%	67
2016 Q2	$545K	Sell	7,787 -2,084	-21%	-$146K	0.54%	66
2016 Q1	$613K	Buy	9,871 +2,701	+38%	+$168K	0.4%	75
2015 Q4	$445K	Sell	7,170 -296	-4%	-$18.4K	0.54%	65
2015 Q3	$435K	Sell	7,466 -496	-6%	-$28.9K	0.57%	63
2015 Q2	$516K	Buy	7,962 +3	+0%	+$194	0.62%	64
2015 Q1	$566K	Buy	7,959 +2	+0%	+$142	0.62%	60
2014 Q4	$561K	Buy	+7,957	New	+$561K	0.65%	59