Joel Isaacson & Co’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
1,245
+116
| +10% | +$23.3K | 0.01% | 369 |
|
|
2025
Q1 | $234K | Buy |
1,129
+1
| +0.1% | +$207 | 0.01% | 353 |
|
|
2024
Q4 | $217K | Buy |
1,128
+14
| +1% | +$2.7K | 0.01% | 353 |
|
|
2024
Q3 | $211K | Buy |
+1,114
| New | +$211K | 0.01% | 345 |
|
|
2017
Q1 | – | Sell |
-888
| Closed | -$66K | – | 191 |
|
|
2016
Q4 | $66K | Buy |
888
+2
| +0.2% | +$149 | 0.01% | 267 |
|
|
2016
Q3 | $61K | Sell |
886
-67
| -7% | -$4.61K | 0.01% | 296 |
|
|
2016
Q2 | $67K | Buy |
953
+2
| +0.2% | +$141 | 0.01% | 282 |
|
|
2016
Q1 | $64K | Buy |
951
+2
| +0.2% | +$135 | 0.01% | 303 |
|
|
2015
Q4 | $59K | Sell |
949
-33
| -3% | -$2.05K | 0.01% | 308 |
|
|
2015
Q3 | $57K | Sell |
982
-139
| -12% | -$8.07K | 0.02% | 318 |
|
|
2015
Q2 | $73K | Buy |
1,121
+211
| +23% | +$13.7K | 0.02% | 300 |
|
|
2015
Q1 | $65K | Buy |
910
+1
| +0.1% | +$71 | 0.02% | 325 |
|
|
2014
Q4 | $64K | Buy |
909
+2
| +0.2% | +$141 | 0.02% | 291 |
|
|
2014
Q3 | $56K | Buy |
907
+37
| +4% | +$2.28K | 0.02% | 283 |
|
|
2014
Q2 | $51K | Buy |
870
+2
| +0.2% | +$117 | 0.02% | 302 |
|
|
2014
Q1 | $49K | Buy |
868
+1
| +0.1% | +$56 | 0.02% | 299 |
|
|
2013
Q4 | $47K | Buy |
867
+2
| +0.2% | +$108 | 0.02% | 275 |
|
|
2013
Q3 | $44K | Buy |
865
+362
| +72% | +$18.4K | 0.02% | 275 |
|
|
2013
Q2 | $24K | Buy |
+503
| New | +$24K | 0.01% | 306 |
|