Proficio Capital Partners’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $307K | Buy |
1,526
+56
| +4% | +$11.3K | 0.02% | 318 |
|
2025
Q1 | $304K | Buy |
1,470
+74
| +5% | +$15.3K | 0.02% | 289 |
|
2024
Q4 | $269K | Buy |
1,396
+230
| +20% | +$44.3K | 0.02% | 285 |
|
2024
Q3 | $221K | Buy |
+1,166
| New | +$221K | 0.02% | 260 |
|
2024
Q2 | – | Sell |
-1,214
| Closed | -$210K | – | 321 |
|
2024
Q1 | $210K | Buy |
+1,214
| New | +$210K | 0.02% | 313 |
|
2019
Q3 | – | Sell |
-490
| Closed | -$50K | – | 184 |
|
2019
Q2 | $50K | Buy |
490
+262
| +115% | +$26.7K | 0.02% | 373 |
|
2019
Q1 | $21K | Buy |
228
+88
| +63% | +$8.11K | 0.01% | 626 |
|
2018
Q4 | $12K | Buy |
140
+39
| +39% | +$3.34K | 0.01% | 681 |
|
2018
Q3 | $10K | Sell |
101
-30
| -23% | -$2.97K | ﹤0.01% | 789 |
|
2018
Q2 | $12K | Hold |
131
| – | – | ﹤0.01% | 762 |
|
2018
Q1 | $12K | Buy |
131
+83
| +173% | +$7.6K | ﹤0.01% | 747 |
|
2017
Q4 | $5K | Buy |
48
+18
| +60% | +$1.88K | ﹤0.01% | 953 |
|
2017
Q3 | $3K | Buy |
30
+3
| +11% | +$300 | ﹤0.01% | 1009 |
|
2017
Q2 | $3K | Buy |
27
+4
| +17% | +$444 | ﹤0.01% | 1020 |
|
2017
Q1 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 1111 |
|
2016
Q2 | – | Sell |
-68
| Closed | -$5K | – | 1005 |
|
2016
Q1 | $5K | Buy |
68
+3
| +5% | +$221 | ﹤0.01% | 503 |
|
2015
Q4 | $4K | Buy |
+65
| New | +$4K | ﹤0.01% | 451 |
|