Mark Sheptoff Financial Planning’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $72.8K | Hold |
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|
2025
Q2 | $68.2K | Hold |
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|
2025
Q1 | $70.2K | Hold |
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|
2024
Q4 | $65.4K | Hold |
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|
2024
Q3 | $64.3K | Sell |
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|
2024
Q2 | $103K | Hold |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $90.7K | Hold |
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|
2023
Q3 | $72.2K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $212K | Buy |
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|
2018
Q2 | $160K | Buy |
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|
2018
Q1 | $66K | Hold |
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|
2017
Q4 | $73K | Sell |
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|
2017
Q3 | $92K | Hold |
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|
2017
Q2 | $88K | Sell |
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|
2017
Q1 | $81K | Buy |
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|
2016
Q4 | $74K | Hold |
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|
2016
Q3 | $69K | Hold |
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|
2016
Q2 | $70K | Sell |
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|
2016
Q1 | $108K | Hold |
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|
2015
Q4 | $99K | Sell |
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|
2015
Q3 | $97K | Buy |
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|
2015
Q2 | $104K | Hold |
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|
2015
Q1 | $114K | Hold |
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|
2014
Q4 | $112K | Hold |
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|
2014
Q3 | $98K | Sell |
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|
2014
Q2 | $106K | Hold |
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|
2014
Q1 | $102K | Buy |
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