Kelly Financial Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-399
| Closed | -$63.6K | – | 139 |
|
|
2024
Q2 | $63.6K | Hold |
399
| – | – | 0.02% | 202 |
|
|
2024
Q1 | $69K | Hold |
399
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $55.8K | Hold |
399
| – | – | 0.02% | 192 |
|
|
2023
Q3 | $44.4K | Hold |
399
| – | – | 0.02% | 195 |
|
|
2023
Q2 | $43.5K | Hold |
399
| – | – | 0.02% | 204 |
|
|
2023
Q1 | $44.2K | Hold |
399
| – | – | 0.02% | 196 |
|
|
2022
Q4 | $54.1K | Hold |
399
| – | – | 0.03% | 162 |
|
|
2022
Q3 | $49.6K | Hold |
399
| – | – | 0.03% | 153 |
|
|
2022
Q2 | $50.5K | Hold |
399
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $55.2K | Hold |
399
| – | – | 0.02% | 167 |
|
|
2021
Q4 | $46.9K | Hold |
399
| – | – | 0.02% | 185 |
|
|
2021
Q3 | $50.7K | Sell |
399
-51,597
| -99% | -$6.56M | 0.03% | 158 |
|
|
2021
Q2 | $399K | Buy |
51,996
+51,597
| +12,932% | +$396K | 0.02% | 211 |
|
|
2021
Q1 | $45.8K | Hold |
399
| – | – | 0.03% | 130 |
|
|
2020
Q4 | $43.8K | Hold |
399
| – | – | 0.03% | 125 |
|
|
2020
Q3 | $37.5K | Hold |
399
| – | – | 0.03% | 119 |
|
|
2020
Q2 | $38.7K | Hold |
399
| – | – | 0.03% | 108 |
|
|
2020
Q1 | $36.6K | Sell |
399
-94
| -19% | -$8.61K | 0.05% | 97 |
|
|
2019
Q4 | $55.4K | Hold |
493
| – | – | 0.04% | 77 |
|
|
2019
Q3 | $53.5K | Buy |
493
+1
| +0.2% | +$109 | 0.05% | 79 |
|
|
2019
Q2 | $50K | Hold |
492
| – | – | 0.05% | 79 |
|
|
2019
Q1 | $46.3K | Buy |
+492
| New | +$46.3K | 0.05% | 81 |
|