Kays Financial Advisory’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.77M | Buy |
18,826
+499
| +3% | +$47K | 0.28% | 50 |
|
|
2020
Q2 | $1.78M | Buy |
18,327
+239
| +1% | +$23.2K | 0.31% | 43 |
|
|
2020
Q1 | $1.66M | Buy |
18,088
+1,114
| +7% | +$102K | 0.34% | 43 |
|
|
2019
Q4 | $1.91M | Buy |
16,974
+781
| +5% | +$87.8K | 0.34% | 45 |
|
|
2019
Q3 | $1.76M | Sell |
16,193
-184
| -1% | -$20K | 0.32% | 42 |
|
|
2019
Q2 | $1.67M | Buy |
16,377
+196
| +1% | +$19.9K | 0.3% | 45 |
|
|
2019
Q1 | $1.52M | Buy |
16,181
+829
| +5% | +$78.1K | 0.3% | 48 |
|
|
2018
Q4 | $1.27M | Sell |
15,352
-12,061
| -44% | -$997K | 0.29% | 60 |
|
|
2018
Q3 | $2.71M | Sell |
27,413
-952
| -3% | -$94K | 0.58% | 31 |
|
|
2018
Q2 | $2.59M | Buy |
28,365
+1,318
| +5% | +$120K | 0.57% | 34 |
|
|
2018
Q1 | $2.56M | Buy |
27,047
+495
| +2% | +$46.9K | 0.59% | 30 |
|
|
2017
Q4 | $2.78M | Buy |
26,552
+13,954
| +111% | +$1.46M | 0.81% | 24 |
|
|
2017
Q3 | $1.16M | Buy |
+12,598
| New | +$1.16M | 0.37% | 44 |
|