J.W. Cole Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
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|
2025
Q1 | $2.07M | Buy |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $277K | Sell |
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|
2024
Q1 | $461K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $243K | Buy |
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|
2022
Q2 | $244K | Sell |
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $458K | Sell |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $448K | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $447K | Buy |
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