Loring Wolcott & Coolidge Fiduciary Advisors’s Allstate ALL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio ALL Stock Details ALL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$156K	Sell	775 -6	-0.8%	-$1.21K	﹤0.01%	305
2025 Q1	$152K	Sell	781 -19	-2%	-$3.7K	﹤0.01%	296
2024 Q4	$155K	Sell	800 -64	-7%	-$12.4K	﹤0.01%	308
2024 Q3	$166K	Buy	864 +25	+3%	+$4.8K	﹤0.01%	298
2024 Q2	$141K	Buy	839 +39	+5%	+$6.55K	﹤0.01%	305
2024 Q1	$140K	Hold	800	–	–	﹤0.01%	304
2023 Q4	$124K	Hold	800	–	–	﹤0.01%	326
2023 Q3	$105K	Hold	800	–	–	﹤0.01%	349
2023 Q2	$87.2K	Hold	800	–	–	﹤0.01%	380
2023 Q1	$88.6K	Sell	800 -25	-3%	-$2.77K	﹤0.01%	354
2022 Q4	$112K	Hold	825	–	–	﹤0.01%	332
2022 Q3	$103K	Sell	825 -64	-7%	-$7.99K	﹤0.01%	347
2022 Q2	$113K	Buy	889 +64	+8%	+$8.14K	﹤0.01%	347
2022 Q1	$114K	Sell	825 -175	-18%	-$24.2K	﹤0.01%	363
2021 Q4	$118K	Hold	1,000	–	–	﹤0.01%	366
2021 Q3	$127K	Sell	1,000 -35	-3%	-$4.45K	﹤0.01%	361
2021 Q2	$135K	Buy	+1,035	New	+$135K	﹤0.01%	364
2021 Q1	–	Sell	-1,225	Closed	-$135K	–	313
2020 Q4	$135K	Buy	1,225 +350	+40%	+$38.6K	﹤0.01%	313
2020 Q3	$82K	Sell	875 -168	-16%	-$15.7K	﹤0.01%	346
2020 Q2	$101K	Hold	1,043	–	–	﹤0.01%	304
2020 Q1	$96K	Sell	1,043 -505	-33%	-$46.5K	﹤0.01%	297
2019 Q4	$174K	Hold	1,548	–	–	﹤0.01%	285
2019 Q3	$168K	Sell	1,548 -395	-20%	-$42.9K	﹤0.01%	279
2019 Q2	$198K	Buy	1,943 +1,325	+214%	+$135K	﹤0.01%	267
2019 Q1	$58K	Hold	618	–	–	﹤0.01%	389
2018 Q4	$51K	Hold	618	–	–	﹤0.01%	409
2018 Q3	$61K	Sell	618 -340	-35%	-$33.6K	﹤0.01%	406
2018 Q2	$87K	Hold	958	–	–	﹤0.01%	370
2018 Q1	$91K	Hold	958	–	–	﹤0.01%	379
2017 Q4	$100K	Sell	958 -160	-14%	-$16.7K	﹤0.01%	362
2017 Q3	$103K	Buy	1,118 +18	+2%	+$1.66K	﹤0.01%	355
2017 Q2	$100K	Hold	1,100	–	–	﹤0.01%	354
2017 Q1	$90K	Buy	+1,100	New	+$90K	﹤0.01%	362