Larson Financial Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $800K | Buy |
3,972
+2,152
| +118% | +$433K | 0.03% | 333 |
|
2025
Q1 | $377K | Buy |
1,820
+132
| +8% | +$27.3K | 0.02% | 465 |
|
2024
Q4 | $325K | Buy |
1,688
+441
| +35% | +$85K | 0.02% | 458 |
|
2024
Q3 | $236K | Buy |
1,247
+411
| +49% | +$77.9K | 0.01% | 523 |
|
2024
Q2 | $133K | Buy |
836
+835
| +83,500% | +$133K | 0.01% | 576 |
|
2024
Q1 | $173 | Sell |
1
-315
| -100% | -$54.5K | ﹤0.01% | 1648 |
|
2023
Q4 | $44.2K | Buy |
316
+1
| +0.3% | +$140 | ﹤0.01% | 679 |
|
2023
Q3 | $35.1K | Hold |
315
| – | – | ﹤0.01% | 698 |
|
2023
Q2 | $34.3K | Hold |
315
| – | – | ﹤0.01% | 624 |
|
2023
Q1 | $34.9K | Sell |
315
-177
| -36% | -$19.6K | ﹤0.01% | 619 |
|
2022
Q4 | $66.7K | Buy |
492
+1
| +0.2% | +$136 | 0.01% | 468 |
|
2022
Q3 | $61K | Buy |
491
+176
| +56% | +$21.9K | 0.01% | 430 |
|
2022
Q2 | $40K | Hold |
315
| – | – | 0.01% | 411 |
|
2022
Q1 | $44K | Hold |
315
| – | – | 0.01% | 400 |
|
2021
Q4 | $37K | Sell |
315
-641
| -67% | -$75.3K | 0.01% | 431 |
|
2021
Q3 | $122K | Buy |
956
+6
| +0.6% | +$766 | 0.02% | 190 |
|
2021
Q2 | $124K | Buy |
950
+6
| +0.6% | +$783 | 0.03% | 165 |
|
2021
Q1 | $108K | Buy |
+944
| New | +$108K | 0.03% | 168 |
|