Lake Street Advisors Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $614K | Buy |
3,169
+40
| +1% | +$7.75K | 0.03% | 299 |
|
2024
Q3 | $596K | Buy |
3,129
+54
| +2% | +$10.3K | 0.03% | 291 |
|
2024
Q2 | $494K | Sell |
3,075
-8
| -0.3% | -$1.29K | 0.02% | 321 |
|
2024
Q1 | $536K | Buy |
3,083
+106
| +4% | +$18.4K | 0.03% | 327 |
|
2023
Q4 | $419K | Buy |
+2,977
| New | +$419K | 0.02% | 361 |
|
2021
Q3 | – | Sell |
-1,946
| Closed | -$263K | – | 234 |
|
2021
Q2 | $263K | Buy |
1,946
+65
| +3% | +$8.79K | 0.02% | 267 |
|
2021
Q1 | $216K | Buy |
1,881
+61
| +3% | +$7.01K | 0.02% | 294 |
|
2020
Q4 | $200K | Buy |
+1,820
| New | +$200K | 0.02% | 296 |
|