Legacy Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Buy |
3,964
+13
| +0.3% | +$2.62K | 0.12% | 139 |
|
|
2025
Q1 | $818K | Buy |
3,951
+27
| +0.7% | +$5.59K | 0.14% | 125 |
|
|
2024
Q4 | $756K | Sell |
3,924
-48
| -1% | -$9.25K | 0.13% | 137 |
|
|
2024
Q3 | $753K | Buy |
3,972
+76
| +2% | +$14.4K | 0.13% | 138 |
|
|
2024
Q2 | $622K | Buy |
3,896
+89
| +2% | +$14.2K | 0.11% | 155 |
|
|
2024
Q1 | $659K | Buy |
3,807
+440
| +13% | +$76.1K | 0.12% | 144 |
|
|
2023
Q4 | $471K | Buy |
3,367
+91
| +3% | +$12.7K | 0.09% | 173 |
|
|
2023
Q3 | $365K | Buy |
3,276
+74
| +2% | +$8.24K | 0.07% | 181 |
|
|
2023
Q2 | $349K | Buy |
3,202
+150
| +5% | +$16.4K | 0.07% | 183 |
|
|
2023
Q1 | $338K | Sell |
3,052
-40
| -1% | -$4.43K | 0.07% | 170 |
|
|
2022
Q4 | $419K | Buy |
3,092
+58
| +2% | +$7.87K | 0.09% | 131 |
|
|
2022
Q3 | $378K | Buy |
3,034
+6
| +0.2% | +$748 | 0.09% | 129 |
|
|
2022
Q2 | $384K | Buy |
3,028
+239
| +9% | +$30.3K | 0.1% | 118 |
|
|
2022
Q1 | $386K | Buy |
2,789
+135
| +5% | +$18.7K | 0.09% | 130 |
|
|
2021
Q4 | $312K | Buy |
2,654
+1
| +0% | +$118 | 0.07% | 139 |
|
|
2021
Q3 | $338K | Buy |
2,653
+10
| +0.4% | +$1.27K | 0.08% | 112 |
|
|
2021
Q2 | $345K | Sell |
2,643
-118
| -4% | -$15.4K | 0.09% | 109 |
|
|
2021
Q1 | $317K | Sell |
2,761
-38
| -1% | -$4.36K | 0.09% | 100 |
|
|
2020
Q4 | $308K | Buy |
2,799
+4
| +0.1% | +$440 | 0.09% | 95 |
|
|
2020
Q3 | $263K | Buy |
+2,795
| New | +$263K | 0.08% | 96 |
|
|
2020
Q1 | – | Sell |
-2,810
| Closed | -$316K | – | 60 |
|
|
2019
Q4 | $316K | Buy |
2,810
+11
| +0.4% | +$1.24K | 0.1% | 93 |
|
|
2019
Q3 | $304K | Buy |
2,799
+23
| +0.8% | +$2.5K | 0.1% | 89 |
|
|
2019
Q2 | $282K | Buy |
2,776
+13
| +0.5% | +$1.32K | 0.1% | 94 |
|
|
2019
Q1 | $260K | Sell |
2,763
-720
| -21% | -$67.8K | 0.09% | 96 |
|
|
2018
Q4 | $288K | Buy |
3,483
+155
| +5% | +$12.8K | 0.11% | 76 |
|
|
2018
Q3 | $328K | Sell |
3,328
-26
| -0.8% | -$2.56K | 0.12% | 69 |
|
|
2018
Q2 | $311K | Buy |
3,354
+36
| +1% | +$3.34K | 0.12% | 75 |
|
|
2018
Q1 | $322K | Sell |
3,318
-312
| -9% | -$30.3K | 0.13% | 75 |
|
|
2017
Q4 | $380K | Buy |
+3,630
| New | +$380K | 0.16% | 59 |
|