Legacy Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
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|
2025
Q1 | $818K | Buy |
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|
2024
Q4 | $756K | Sell |
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|
2024
Q3 | $753K | Buy |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $419K | Buy |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | $384K | Buy |
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|
2022
Q1 | $386K | Buy |
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|
2021
Q4 | $312K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $345K | Sell |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $316K | Buy |
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|
2019
Q3 | $304K | Buy |
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|
2019
Q2 | $282K | Buy |
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|
2019
Q1 | $260K | Sell |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $311K | Buy |
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|
2018
Q1 | $322K | Sell |
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|
2017
Q4 | $380K | Buy |
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