Plante Moran Financial 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 | $243K | Hold |
1,206
| – | – | 0.02% | 143 |
|
|
2025
Q1 | $250K | Buy |
1,206
+185
| +18% | +$38.3K | 0.02% | 147 |
|
|
2024
Q4 | $197K | Hold |
1,021
| – | – | 0.02% | 174 |
|
|
2024
Q3 | $194K | Hold |
1,021
| – | – | 0.02% | 183 |
|
|
2024
Q2 | $163K | Buy |
1,021
+92
| +10% | +$14.7K | 0.02% | 190 |
|
|
2024
Q1 | $161K | Sell |
929
-70
| -7% | -$12.1K | 0.02% | 189 |
|
|
2023
Q4 | $140K | Buy |
999
+70
| +8% | +$9.79K | 0.01% | 212 |
|
|
2023
Q3 | $103K | Hold |
929
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $101K | Hold |
929
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $103K | Sell |
929
-38
| -4% | -$4.21K | 0.01% | 225 |
|
|
2022
Q4 | $131K | Buy |
967
+225
| +30% | +$30.5K | 0.02% | 200 |
|
|
2022
Q3 | $92K | Hold |
742
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $94K | Hold |
742
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $103K | Sell |
742
-94
| -11% | -$13K | 0.02% | 227 |
|
|
2021
Q4 | $98K | Buy |
836
+94
| +13% | +$11K | 0.02% | 255 |
|
|
2021
Q3 | $94K | Hold |
742
| – | – | 0.02% | 283 |
|
|
2021
Q2 | $97K | Hold |
742
| – | – | 0.02% | 252 |
|
|
2021
Q1 | $85K | Hold |
742
| – | – | 0.02% | 270 |
|
|
2020
Q4 | $82K | Sell |
742
-555
| -43% | -$61.3K | 0.03% | 278 |
|
|
2020
Q3 | $122K | Buy |
1,297
+91
| +8% | +$8.56K | 0.04% | 213 |
|
|
2020
Q2 | $117K | Sell |
1,206
-18
| -1% | -$1.75K | 0.05% | 192 |
|
|
2020
Q1 | $112K | Buy |
1,224
+18
| +1% | +$1.65K | 0.05% | 179 |
|
|
2019
Q4 | $136K | Buy |
1,206
+1,001
| +488% | +$113K | 0.05% | 201 |
|
|
2019
Q3 | $22K | Sell |
205
-40
| -16% | -$4.29K | 0.01% | 473 |
|
|
2019
Q2 | $25K | Hold |
245
| – | – | 0.01% | 444 |
|
|
2019
Q1 | $23K | Sell |
245
-69
| -22% | -$6.48K | 0.01% | 452 |
|
|
2018
Q4 | $26K | Buy |
314
+69
| +28% | +$5.71K | 0.01% | 396 |
|
|
2018
Q3 | $24K | Hold |
245
| – | – | 0.01% | 412 |
|
|
2018
Q2 | $22K | Sell |
245
-142
| -37% | -$12.8K | 0.01% | 459 |
|
|
2018
Q1 | $37K | Buy |
387
+45
| +13% | +$4.3K | 0.02% | 405 |
|
|
2017
Q4 | $36K | Hold |
342
| – | – | 0.02% | 405 |
|
|
2017
Q3 | $31K | Hold |
342
| – | – | 0.02% | 398 |
|
|
2017
Q2 | $30K | Sell |
342
-22
| -6% | -$1.93K | 0.02% | 402 |
|
|
2017
Q1 | $30K | Sell |
364
-52
| -13% | -$4.29K | 0.02% | 401 |
|
|
2016
Q4 | $31K | Sell |
416
-1,222
| -75% | -$91.1K | 0.02% | 404 |
|
|
2016
Q3 | $113K | Buy |
1,638
+1,422
| +658% | +$98.1K | 0.08% | 185 |
|
|
2016
Q2 | $15K | Buy |
216
+74
| +52% | +$5.14K | 0.01% | 468 |
|
|
2016
Q1 | $10K | Hold |
142
| – | – | 0.01% | 481 |
|
|
2015
Q4 | $9K | Hold |
142
| – | – | 0.01% | 588 |
|
|
2015
Q3 | $8K | Sell |
142
-19
| -12% | -$1.07K | 0.01% | 507 |
|
|
2015
Q2 | $10K | Sell |
161
-25
| -13% | -$1.55K | 0.01% | 520 |
|
|
2015
Q1 | $13K | Hold |
186
| – | – | 0.01% | 471 |
|
|
2014
Q4 | $13K | Sell |
186
-450
| -71% | -$31.5K | 0.01% | 480 |
|
|
2014
Q3 | $39K | Buy |
636
+450
| +242% | +$27.6K | 0.03% | 297 |
|
|
2014
Q2 | $11K | Buy |
186
+161
| +644% | +$9.52K | 0.01% | 494 |
|
|
2014
Q1 | $1K | Sell |
25
-901
| -97% | -$36K | ﹤0.01% | 574 |
|
|
2013
Q4 | $51K | Buy |
926
+901
| +3,604% | +$49.6K | 0.03% | 228 |
|
|
2013
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 585 |
|