J.W. Coons Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Hold |
2,283
| – | – | 0.1% | 163 |
|
|
2025
Q1 | $473K | Buy |
2,283
+78
| +4% | +$16.2K | 0.12% | 152 |
|
|
2024
Q4 | $425K | Hold |
2,205
| – | – | 0.11% | 163 |
|
|
2024
Q3 | $418K | Hold |
2,205
| – | – | 0.1% | 167 |
|
|
2024
Q2 | $352K | Hold |
2,205
| – | – | 0.09% | 178 |
|
|
2024
Q1 | $381K | Hold |
2,205
| – | – | 0.09% | 177 |
|
|
2023
Q4 | $309K | Hold |
2,205
| – | – | 0.08% | 188 |
|
|
2023
Q3 | $246K | Hold |
2,205
| – | – | 0.07% | 202 |
|
|
2023
Q2 | $240K | Hold |
2,205
| – | – | 0.07% | 216 |
|
|
2023
Q1 | $244K | Hold |
2,205
| – | – | 0.07% | 215 |
|
|
2022
Q4 | $299K | Hold |
2,205
| – | – | 0.09% | 186 |
|
|
2022
Q3 | $275K | Hold |
2,205
| – | – | 0.1% | 182 |
|
|
2022
Q2 | $280K | Hold |
2,205
| – | – | 0.1% | 195 |
|
|
2022
Q1 | $305K | Hold |
2,205
| – | – | 0.09% | 194 |
|
|
2021
Q4 | $260K | Hold |
2,205
| – | – | 0.08% | 210 |
|
|
2021
Q3 | $281K | Hold |
2,205
| – | – | 0.1% | 186 |
|
|
2021
Q2 | $287K | Hold |
2,205
| – | – | 0.1% | 178 |
|
|
2021
Q1 | $253K | Hold |
2,205
| – | – | 0.09% | 192 |
|
|
2020
Q4 | $243K | Hold |
2,205
| – | – | 0.09% | 183 |
|
|
2020
Q3 | $208K | Hold |
2,205
| – | – | 0.09% | 190 |
|
|
2020
Q2 | $214K | Sell |
2,205
-250
| -10% | -$24.3K | 0.1% | 186 |
|
|
2020
Q1 | $225K | Buy |
+2,455
| New | +$225K | 0.12% | 168 |
|