Mount Yale Investment Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Buy |
3,275
+350
| +12% | +$70.5K | 0.05% | 284 |
|
|
2025
Q1 | $606K | Buy |
+2,925
| New | +$606K | 0.05% | 287 |
|
|
2023
Q1 | – | Sell |
-1,979
| Closed | -$268K | – | 482 |
|
|
2022
Q4 | $268K | Buy |
1,979
+111
| +6% | +$15.1K | 0.03% | 375 |
|
|
2022
Q3 | $233K | Buy |
+1,868
| New | +$233K | 0.03% | 389 |
|
|
2019
Q1 | – | Sell |
-2,502
| Closed | -$232K | – | 299 |
|
|
2018
Q4 | $232K | Sell |
2,502
-313
| -11% | -$29K | 0.05% | 281 |
|
|
2018
Q3 | $260K | Sell |
2,815
-8
| -0.3% | -$739 | 0.05% | 276 |
|
|
2018
Q2 | $258K | Sell |
2,823
-67,108
| -96% | -$6.13M | 0.05% | 273 |
|
|
2018
Q1 | $6.63M | Buy |
+69,931
| New | +$6.63M | 1.42% | 12 |
|