PCP
ALL icon

Proficio Capital Partners’s Allstate ALL Stock Holding History

Proficio Capital Partners’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,526
Closed -$307K – 229
2025
Q2 		$307K Buy
1,526
+56
+4% +$11.2K 0.02% 318
2025
Q1 		$304K Buy
1,470
+74
+5% +$14.4K 0.02% 289
2024
Q4 		$269K Buy
1,396
+230
+20% +$44.6K 0.02% 285
2024
Q3 		$221K Buy
+1,166
New +$207K 0.02% 260
2024
Q2 		– Sell
-1,214
Closed -$210K – 321
2024
Q1 		$210K Buy
+1,214
New +$192K 0.02% 313
2019
Q3 		– Sell
-490
Closed -$50K – 184
2019
Q2 		$50K Buy
490
+262
+115% +$25.6K 0.02% 373
2019
Q1 		$21K Buy
228
+88
+63% +$7.96K 0.01% 626
2018
Q4 		$12K Buy
140
+39
+39% +$3.5K 0.01% 682
2018
Q3 		$10K Sell
101
-30
-23% -$2.93K ﹤0.01% 792
2018
Q2 		$12K Hold
131
– – 0.01% 764
2018
Q1 		$12K Buy
131
+83
+173% +$8.04K ﹤0.01% 749
2017
Q4 		$5K Buy
48
+18
+60% +$1.77K ﹤0.01% 954
2017
Q3 		$3K Buy
30
+3
+11% +$273 ﹤0.01% 1009
2017
Q2 		$3K Buy
27
+4
+17% +$339 ﹤0.01% 1021
2017
Q1 		$2K Buy
+23
New +$1.81K ﹤0.01% 1111
2016
Q2 		– Sell
-68
Closed -$5K – 1005
2016
Q1 		$5K Buy
68
+3
+5% +$188 ﹤0.01% 503
2015
Q4 		$4K Buy
+65
New +$4.04K ﹤0.01% 452

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return