Mount Yale Investment Advisors’s Allstate ALL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$659K Buy
2025
Q1
$606K Buy
2023
Q1
Sell
2022
Q4
$268K Buy
2022
Q3
$233K Buy
2019
Q1
Sell
2018
Q4
$232K Sell
2018
Q3
$260K Sell
2018
Q2
$258K Sell
2018
Q1
$6.63M Buy