KCM Investment 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 | $2.7M | Buy |
13,412
+643
| +5% | +$129K | 0.09% | 138 |
|
|
2025
Q1 | $2.64M | Buy |
12,769
+391
| +3% | +$81K | 0.1% | 133 |
|
|
2024
Q4 | $2.39M | Buy |
12,378
+611
| +5% | +$118K | 0.08% | 146 |
|
|
2024
Q3 | $2.23M | Buy |
11,767
+113
| +1% | +$21.4K | 0.08% | 152 |
|
|
2024
Q2 | $1.86M | Hold |
11,654
| – | – | 0.07% | 157 |
|
|
2024
Q1 | $2.02M | Buy |
11,654
+8
| +0.1% | +$1.38K | 0.07% | 156 |
|
|
2023
Q4 | $1.63M | Sell |
11,646
-7
| -0.1% | -$980 | 0.06% | 167 |
|
|
2023
Q3 | $1.3M | Buy |
11,653
+605
| +5% | +$67.4K | 0.06% | 184 |
|
|
2023
Q2 | $1.2M | Buy |
11,048
+1,173
| +12% | +$128K | 0.05% | 194 |
|
|
2023
Q1 | $1.09M | Sell |
9,875
-148
| -1% | -$16.4K | 0.04% | 202 |
|
|
2022
Q4 | $1.36M | Sell |
10,023
-183
| -2% | -$24.8K | 0.06% | 189 |
|
|
2022
Q3 | $1.27M | Sell |
10,206
-2,657
| -21% | -$331K | 0.06% | 179 |
|
|
2022
Q2 | $1.63M | Buy |
12,863
+1,131
| +10% | +$143K | 0.07% | 175 |
|
|
2022
Q1 | $1.63M | Buy |
11,732
+1,184
| +11% | +$164K | 0.06% | 183 |
|
|
2021
Q4 | $1.24M | Buy |
10,548
+632
| +6% | +$74.4K | 0.04% | 203 |
|
|
2021
Q3 | $1.26M | Buy |
9,916
+1,456
| +17% | +$185K | 0.05% | 189 |
|
|
2021
Q2 | $1.1M | Buy |
8,460
+1,667
| +25% | +$218K | 0.04% | 196 |
|
|
2021
Q1 | $781K | Buy |
6,793
+650
| +11% | +$74.7K | 0.03% | 219 |
|
|
2020
Q4 | $675K | Sell |
6,143
-2,850
| -32% | -$313K | 0.03% | 211 |
|
|
2020
Q3 | $847K | Sell |
8,993
-3,950
| -31% | -$372K | 0.05% | 186 |
|
|
2020
Q2 | $1.26M | Sell |
12,943
-50
| -0.4% | -$4.85K | 0.07% | 161 |
|
|
2020
Q1 | $1.19M | Buy |
12,993
+6,375
| +96% | +$585K | 0.08% | 147 |
|
|
2019
Q4 | $744K | Buy |
6,618
+1,250
| +23% | +$141K | 0.04% | 207 |
|
|
2019
Q3 | $583K | Hold |
5,368
| – | – | 0.03% | 218 |
|
|
2019
Q2 | $546K | Buy |
5,368
+100
| +2% | +$10.2K | 0.03% | 225 |
|
|
2019
Q1 | $496K | Sell |
5,268
-1
| -0% | -$94 | 0.03% | 225 |
|
|
2018
Q4 | $435K | Buy |
5,269
+40
| +0.8% | +$3.3K | 0.03% | 356 |
|
|
2018
Q3 | $516K | Hold |
5,229
| – | – | 0.03% | 347 |
|
|
2018
Q2 | $477K | Sell |
5,229
-180
| -3% | -$16.4K | 0.03% | 358 |
|
|
2018
Q1 | $513K | Sell |
5,409
-62
| -1% | -$5.88K | 0.03% | 356 |
|
|
2017
Q4 | $573K | Sell |
5,471
-40
| -0.7% | -$4.19K | 0.03% | 334 |
|
|
2017
Q3 | $507K | Sell |
5,511
-269
| -5% | -$24.7K | 0.03% | 354 |
|
|
2017
Q2 | $511K | Buy |
5,780
+2
| +0% | +$177 | 0.03% | 352 |
|
|
2017
Q1 | $471K | Buy |
5,778
+1
| +0% | +$82 | 0.03% | 369 |
|
|
2016
Q4 | $428K | Buy |
5,777
+2
| +0% | +$148 | 0.03% | 380 |
|
|
2016
Q3 | $400K | Buy |
5,775
+1
| +0% | +$69 | 0.03% | 403 |
|
|
2016
Q2 | $404K | Buy |
5,774
+303
| +6% | +$21.2K | 0.03% | 388 |
|
|
2016
Q1 | $369K | Hold |
5,471
| – | – | 0.03% | 387 |
|
|
2015
Q4 | $340K | Sell |
5,471
-41
| -0.7% | -$2.55K | 0.03% | 392 |
|
|
2015
Q3 | $321K | Hold |
5,512
| – | – | 0.03% | 398 |
|
|
2015
Q2 | $358K | Sell |
5,512
-221
| -4% | -$14.4K | 0.03% | 397 |
|
|
2015
Q1 | $408K | Buy |
5,733
+221
| +4% | +$15.7K | 0.03% | 372 |
|
|
2014
Q4 | $387K | Hold |
5,512
| – | – | 0.03% | 375 |
|
|
2014
Q3 | $338K | Hold |
5,512
| – | – | 0.03% | 389 |
|
|
2014
Q2 | $324K | Hold |
5,512
| – | – | 0.03% | 389 |
|
|
2014
Q1 | $312K | Hold |
5,512
| – | – | 0.03% | 368 |
|
|
2013
Q4 | $301K | Hold |
5,512
| – | – | 0.03% | 366 |
|
|
2013
Q3 | $279K | Hold |
5,512
| – | – | 0.03% | 375 |
|
|
2013
Q2 | $265K | Buy |
+5,512
| New | +$265K | 0.03% | 371 |
|