Lokken Investment Group’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,180
| Closed | -$577K | – | 138 |
|
|
2023
Q3 | $577K | Buy |
5,180
+358
| +7% | +$39.9K | 0.38% | 62 |
|
|
2023
Q2 | $526K | Buy |
4,822
+792
| +20% | +$86.4K | 0.34% | 71 |
|
|
2023
Q1 | $447K | Buy |
4,030
+409
| +11% | +$45.3K | 0.34% | 72 |
|
|
2022
Q4 | $491K | Sell |
3,621
-2
| -0.1% | -$271 | 0.39% | 60 |
|
|
2022
Q3 | $451K | Buy |
3,623
+75
| +2% | +$9.34K | 0.39% | 57 |
|
|
2022
Q2 | $450K | Buy |
3,548
+189
| +6% | +$24K | 0.36% | 60 |
|
|
2022
Q1 | $425K | Buy |
3,359
+159
| +5% | +$20.1K | 0.34% | 68 |
|
|
2021
Q4 | $377K | Buy |
3,200
+244
| +8% | +$28.7K | 0.27% | 81 |
|
|
2021
Q3 | $376K | Sell |
2,956
-224
| -7% | -$28.5K | 0.3% | 77 |
|
|
2021
Q2 | $415K | Buy |
3,180
+291
| +10% | +$38K | 0.34% | 67 |
|
|
2021
Q1 | $332K | Buy |
2,889
+12
| +0.4% | +$1.38K | 0.29% | 79 |
|
|
2020
Q4 | $316K | Buy |
+2,877
| New | +$316K | 0.29% | 65 |
|