Optimum 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
Q3 | $645K | Hold |
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|
2025
Q2 | $605K | Hold |
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|
2025
Q1 | $623K | Hold |
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|
2024
Q4 | $580K | Hold |
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|
2024
Q3 | $570K | Hold |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $576K | Hold |
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|
2023
Q1 | $586K | Sell |
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|
2022
Q4 | $791K | Sell |
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|
2022
Q3 | $826K | Hold |
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|
2022
Q2 | $841K | Hold |
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|
2022
Q1 | $919K | Sell |
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|
2021
Q4 | $789K | Buy |
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|
2021
Q3 | $851K | Sell |
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|
2021
Q2 | $1.17M | Hold |
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|
2021
Q1 | $1.03M | Buy |
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|
2020
Q4 | $963K | Hold |
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|
2020
Q3 | $825K | Hold |
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|
2020
Q2 | $850K | Hold |
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|
2020
Q1 | $804K | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $990K | Buy |
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|
2019
Q2 | $926K | Buy |
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|
2019
Q1 | $857K | Sell |
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|
2018
Q4 | $756K | Buy |
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|
2018
Q3 | $903K | Sell |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $1.05M | Sell |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.08M | Sell |
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|
2017
Q2 | $1.07M | Sell |
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|
2017
Q1 | $987K | Buy |
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|
2016
Q4 | $898K | Buy |
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|
2016
Q3 | $838K | Buy |
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|
2016
Q2 | $847K | Sell |
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|
2016
Q1 | $939K | Sell |
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|
2015
Q4 | $955K | Buy |
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|
2015
Q3 | $896K | Buy |
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|
2015
Q1 | $1.12M | Sell |
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|
2014
Q4 | $1.17M | Sell |
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|
2014
Q3 | $1.05M | Buy |
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|
2014
Q2 | $995K | Buy |
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|
2014
Q1 | $875K | Sell |
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|
2013
Q4 | $877K | Buy |
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|
2013
Q3 | $813K | Buy |
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