Lenox Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $108K | Buy |
760
+204
| +37% | +$29K | 0.01% | 161 |
|
|
2021
Q4 | $65K | Hold |
556
| – | – | 0.01% | 221 |
|
|
2021
Q3 | $71K | Hold |
556
| – | – | 0.01% | 192 |
|
|
2021
Q2 | $73K | Sell |
556
-38
| -6% | -$4.99K | 0.01% | 181 |
|
|
2021
Q1 | $68K | Hold |
594
| – | – | 0.01% | 152 |
|
|
2020
Q4 | $65K | Hold |
594
| – | – | 0.01% | 158 |
|
|
2020
Q3 | $56K | Buy |
594
+556
| +1,463% | +$52.4K | 0.01% | 154 |
|
|
2020
Q2 | $4K | Buy |
+38
| New | +$4K | ﹤0.01% | 450 |
|
|
2017
Q4 | – | Sell |
-3
| Closed | – | – | 385 |
|
|
2017
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 235 |
|
|
2015
Q4 | – | Sell |
-69
| Closed | -$4K | – | 497 |
|
|
2015
Q3 | $4K | Buy |
+69
| New | +$4K | ﹤0.01% | 273 |
|
|
2015
Q2 | – | Sell |
-69
| Closed | -$5K | – | 295 |
|
|
2015
Q1 | $5K | Buy |
+69
| New | +$5K | ﹤0.01% | 230 |
|