Mutual 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 | $397K | Sell |
2,029
-644
| -24% | -$126K | 0.01% | 880 |
|
|
2025
Q1 | $516K | Buy |
2,673
+342
| +15% | +$66K | 0.01% | 694 |
|
|
2024
Q4 | $445K | Buy |
2,331
+465
| +25% | +$88.8K | 0.01% | 741 |
|
|
2024
Q3 | $358K | Sell |
1,866
-13
| -0.7% | -$2.5K | 0.01% | 822 |
|
|
2024
Q2 | $318K | Buy |
1,879
+19
| +1% | +$3.22K | 0.01% | 860 |
|
|
2024
Q1 | $322K | Buy |
+1,860
| New | +$322K | 0.01% | 839 |
|
|
2023
Q4 | – | Sell |
-2,088
| Closed | -$233K | – | 1004 |
|
|
2023
Q3 | $233K | Buy |
2,088
+121
| +6% | +$13.5K | 0.01% | 872 |
|
|
2023
Q2 | $214K | Buy |
+1,967
| New | +$214K | 0.01% | 924 |
|