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Lokken Investment Group’s Allstate ALL Stock Holding History

Lokken Investment Group’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,180
Closed -$577K – 138
2023
Q3 		$577K Buy
5,180
+358
+7% +$39.1K 0.38% 62
2023
Q2 		$526K Buy
4,822
+792
+20% +$89.8K 0.34% 71
2023
Q1 		$447K Buy
4,030
+409
+11% +$51.7K 0.34% 72
2022
Q4 		$491K Sell
3,621
-2
-0.1% -$262 0.39% 60
2022
Q3 		$451K Buy
3,623
+75
+2% +$9.32K 0.39% 57
2022
Q2 		$450K Buy
3,548
+189
+6% +$24.8K 0.36% 60
2022
Q1 		$425K Buy
3,359
+159
+5% +$20K 0.34% 68
2021
Q4 		$377K Buy
3,200
+244
+8% +$28.9K 0.27% 81
2021
Q3 		$376K Sell
2,956
-224
-7% -$29.6K 0.3% 77
2021
Q2 		$415K Buy
3,180
+291
+10% +$37.6K 0.34% 67
2021
Q1 		$332K Buy
2,889
+12
+0.4% +$1.32K 0.29% 79
2020
Q4 		$316K Buy
+2,877
New +$283K 0.29% 65

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lokken Investment Group's ALL Position: Q4 2023 in Review

Lokken Investment Group sold out of Allstate (ALL) in Q4 2023, closing a stake of 5,180 shares — an estimated $577K sold.

Lokken Investment Group first reported a position in ALL in Q4 2020 and held it in 12 quarters. The position peaked at $577K in Q3 2023. 1,243 funds tracked by Wall St. Rank hold ALL as of Q4 2023.

  • Lokken Investment Group reported no remaining Allstate position as of Q4 2023 after selling out during the quarter.
  • Lokken Investment Group sold 5,180 Allstate shares in Q4 2023, an estimated $577K.
  • Lokken Investment Group first reported a position in Allstate in Q4 2020 and held it in 12 quarters.
  • Lokken Investment Group's Allstate position peaked at $577K in Q3 2023.
  • 1,243 funds tracked by Wall St. Rank held Allstate as of Q4 2023.

Based on Lokken Investment Group's 13F filing for Q4 2023, filed 13 Feb 2024.