Lee Financial’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23
| Closed | -$3.24K | – | 171 |
|
|
2023
Q4 | $3.24K | Buy |
+23
| New | +$3.24K | ﹤0.01% | 636 |
|
|
2023
Q2 | – | Sell |
-30
| Closed | -$3.33K | – | 796 |
|
|
2023
Q1 | $3.33K | Buy |
+30
| New | +$3.33K | ﹤0.01% | 582 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 813 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 761 |
|
|
2020
Q4 | – | Sell |
-71
| Closed | -$7K | – | 473 |
|
|
2020
Q3 | $7K | Hold |
71
| – | – | ﹤0.01% | 432 |
|
|
2020
Q2 | $7K | Hold |
71
| – | – | ﹤0.01% | 406 |
|
|
2020
Q1 | $7K | Hold |
71
| – | – | ﹤0.01% | 336 |
|
|
2019
Q4 | $8K | Hold |
71
| – | – | ﹤0.01% | 375 |
|
|
2019
Q3 | $8K | Hold |
71
| – | – | ﹤0.01% | 372 |
|
|
2019
Q2 | $7K | Hold |
71
| – | – | ﹤0.01% | 399 |
|
|
2019
Q1 | $7K | Buy |
+71
| New | +$7K | ﹤0.01% | 382 |
|