Regal Investment Advisors’s Allstate ALL Stock Holding History

Regal Investment Advisors’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
2024 Q3	–	Sell	-1,427	Closed	-$228K	–	502
2024 Q2	$228K	Buy	1,427 +113	+9%	+$18.9K	0.01%	512
2024 Q1	$227K	Buy	+1,314	New	+$207K	0.02%	524
2021 Q4	–	Sell	-1,612	Closed	-$205K	–	536
2021 Q3	$205K	Buy	1,612 +23	+1%	+$3.04K	0.02%	501
2021 Q2	$207K	Buy	+1,589	New	+$205K	0.02%	507
2015 Q4	–	Sell	-392	Closed	-$22K	–	284
2015 Q3	$22K	Buy	392 +280	+250%	+$17.5K	0.01%	543
2015 Q2	$7K	Buy	112 +26	+30%	+$1.78K	﹤0.01%	691
2015 Q1	$6K	Hold	86	–	–	﹤0.01%	777
2014 Q4	$6K	Sell	86 -99	-54%	-$6.51K	﹤0.01%	709
2014 Q3	$11K	Hold	185	–	–	﹤0.01%	667
2014 Q2	$11K	Hold	185	–	–	﹤0.01%	649
2014 Q1	$10K	Sell	185 -100	-35%	-$5.36K	﹤0.01%	635
2013 Q4	$16K	Hold	285	–	–	0.01%	505
2013 Q3	$14K	Hold	285	–	–	0.01%	528
2013 Q2	$14K	Buy	+285	New	+$13.9K	0.01%	517

Other funds holding ALL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regal Investment Advisors's ALL Position: Q3 2024 in Review

Regal Investment Advisors sold out of Allstate (ALL) in Q3 2024, closing a stake of 1,427 shares — an estimated $228K sold.

Regal Investment Advisors first reported a position in ALL in Q2 2013 and held it in 14 quarters. The position peaked at $228K in Q2 2024. 1,430 funds tracked by Wall St. Rank hold ALL as of Q3 2024.

Regal Investment Advisors reported no remaining Allstate position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 1,427 Allstate shares in Q3 2024, an estimated $228K.
Regal Investment Advisors first reported a position in Allstate in Q2 2013 and held it in 14 quarters.
Regal Investment Advisors's Allstate position peaked at $228K in Q2 2024.
1,430 funds tracked by Wall St. Rank held Allstate as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.