Lee, Danner & Bass’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.39M | Sell |
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|
2025
Q2 | $1.3M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.43M | Hold |
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|
2024
Q3 | $1.41M | Hold |
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|
2024
Q2 | $1.18M | Buy |
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|
2023
Q4 | $1.04M | Hold |
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|
2023
Q3 | $826K | Hold |
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|
2023
Q2 | $808K | Buy |
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|
2023
Q1 | $821K | Hold |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $908K | Hold |
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|
2022
Q2 | $924K | Hold |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $850K | Hold |
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|
2021
Q3 | $920K | Hold |
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|
2021
Q2 | $942K | Hold |
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|
2021
Q1 | $830K | Hold |
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|
2020
Q4 | $794K | Sell |
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|
2020
Q3 | $690K | Buy |
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|
2020
Q2 | $703K | Sell |
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|
2020
Q1 | $700K | Sell |
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|
2019
Q4 | $871K | Sell |
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|
2019
Q3 | $849K | Hold |
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|
2019
Q2 | $795K | Hold |
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|
2019
Q1 | $736K | Hold |
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|
2018
Q4 | $646K | Hold |
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|
2018
Q3 | $771K | Sell |
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|
2018
Q2 | $714K | Hold |
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|
2018
Q1 | $742K | Hold |
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|
2017
Q4 | $819K | Sell |
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|
2017
Q3 | $720K | Hold |
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|
2017
Q2 | $693K | Buy |
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|
2017
Q1 | $634K | Hold |
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|
2016
Q4 | $576K | Hold |
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|
2016
Q3 | $538K | Sell |
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|
2016
Q2 | $614K | Buy |
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|
2016
Q1 | $330K | Hold |
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|
2015
Q4 | $311K | Hold |
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|
2015
Q3 | $292K | Hold |
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|
2015
Q2 | $325K | Sell |
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|
2015
Q1 | $504K | Sell |
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|
2014
Q4 | $512K | Hold |
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|
2014
Q3 | $447K | Sell |
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|
2014
Q2 | $428K | Sell |
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|
2014
Q1 | $417K | Hold |
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|
2013
Q4 | $402K | Sell |
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|
2013
Q3 | $494K | Hold |
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|
2013
Q2 | $470K | Buy |
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