Mark Sheptoff Financial Planning’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.2K | Hold |
339
| – | – | 0.04% | 160 |
|
|
2025
Q1 | $70.2K | Hold |
339
| – | – | 0.04% | 147 |
|
|
2024
Q4 | $65.4K | Hold |
339
| – | – | 0.04% | 156 |
|
|
2024
Q3 | $64.3K | Sell |
339
-309
| -48% | -$58.6K | 0.03% | 154 |
|
|
2024
Q2 | $103K | Hold |
648
| – | – | 0.06% | 130 |
|
|
2024
Q1 | $112K | Hold |
648
| – | – | 0.06% | 121 |
|
|
2023
Q4 | $90.7K | Hold |
648
| – | – | 0.05% | 125 |
|
|
2023
Q3 | $72.2K | Buy |
+648
| New | +$72.2K | 0.05% | 126 |
|
|
2018
Q4 | – | Sell |
-2,150
| Closed | -$212K | – | 325 |
|
|
2018
Q3 | $212K | Buy |
2,150
+400
| +23% | +$39.4K | 0.15% | 97 |
|
|
2018
Q2 | $160K | Buy |
1,750
+1,050
| +150% | +$96K | 0.12% | 109 |
|
|
2018
Q1 | $66K | Hold |
700
| – | – | 0.05% | 145 |
|
|
2017
Q4 | $73K | Sell |
700
-300
| -30% | -$31.3K | 0.05% | 156 |
|
|
2017
Q3 | $92K | Hold |
1,000
| – | – | 0.06% | 146 |
|
|
2017
Q2 | $88K | Sell |
1,000
-1
| -0.1% | -$88 | 0.06% | 143 |
|
|
2017
Q1 | $81K | Buy |
1,001
+1
| +0.1% | +$81 | 0.06% | 148 |
|
|
2016
Q4 | $74K | Hold |
1,000
| – | – | 0.05% | 150 |
|
|
2016
Q3 | $69K | Hold |
1,000
| – | – | 0.05% | 148 |
|
|
2016
Q2 | $70K | Sell |
1,000
-600
| -38% | -$42K | 0.05% | 138 |
|
|
2016
Q1 | $108K | Hold |
1,600
| – | – | 0.09% | 120 |
|
|
2015
Q4 | $99K | Sell |
1,600
-64
| -4% | -$3.96K | 0.08% | 136 |
|
|
2015
Q3 | $97K | Buy |
1,664
+64
| +4% | +$3.73K | 0.09% | 135 |
|
|
2015
Q2 | $104K | Hold |
1,600
| – | – | 0.08% | 142 |
|
|
2015
Q1 | $114K | Hold |
1,600
| – | – | 0.1% | 131 |
|
|
2014
Q4 | $112K | Hold |
1,600
| – | – | 0.1% | 127 |
|
|
2014
Q3 | $98K | Sell |
1,600
-200
| -11% | -$12.3K | 0.09% | 144 |
|
|
2014
Q2 | $106K | Hold |
1,800
| – | – | 0.09% | 138 |
|
|
2014
Q1 | $102K | Buy |
+1,800
| New | +$102K | 0.09% | 144 |
|