Key Financial Inc’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Hold |
838
| – | – | 0.03% | 302 |
|
|
2025
Q1 | $174K | Hold |
838
| – | – | 0.04% | 286 |
|
|
2024
Q4 | $162K | Buy |
838
+164
| +24% | +$31.6K | 0.04% | 281 |
|
|
2024
Q3 | $128K | Buy |
674
+18
| +3% | +$3.41K | 0.03% | 310 |
|
|
2024
Q2 | $105K | Hold |
656
| – | – | 0.03% | 331 |
|
|
2024
Q1 | $113K | Sell |
656
-158
| -19% | -$27.3K | 0.03% | 298 |
|
|
2023
Q4 | $114K | Sell |
814
-50
| -6% | -$7K | 0.03% | 286 |
|
|
2023
Q3 | $96.3K | Hold |
864
| – | – | 0.03% | 302 |
|
|
2023
Q2 | $94.2K | Hold |
864
| – | – | 0.03% | 308 |
|
|
2023
Q1 | $95.7K | Sell |
864
-75
| -8% | -$8.31K | 0.03% | 291 |
|
|
2022
Q4 | $117K | Hold |
939
| – | – | 0.06% | 229 |
|
|
2022
Q3 | $117K | Hold |
939
| – | – | 0.06% | 232 |
|
|
2022
Q2 | $123K | Hold |
939
| – | – | 0.07% | 211 |
|
|
2022
Q1 | $130K | Buy |
939
+50
| +6% | +$6.92K | 0.06% | 216 |
|
|
2021
Q4 | $105K | Buy |
889
+75
| +9% | +$8.86K | 0.05% | 222 |
|
|
2021
Q3 | $104K | Sell |
814
-72
| -8% | -$9.2K | 0.06% | 216 |
|
|
2021
Q2 | $115K | Hold |
886
| – | – | 0.06% | 207 |
|
|
2021
Q1 | $102K | Hold |
886
| – | – | 0.07% | 192 |
|
|
2020
Q4 | $97K | Buy |
+886
| New | +$97K | 0.07% | 180 |
|
|
2020
Q2 | – | Sell |
-886
| Closed | -$84K | – | 116 |
|
|
2020
Q1 | $84K | Buy |
+886
| New | +$84K | 0.09% | 174 |
|