Regal Investment Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,427
| Closed | -$228K | – | 501 |
|
|
2024
Q2 | $228K | Buy |
1,427
+113
| +9% | +$18K | 0.01% | 511 |
|
|
2024
Q1 | $227K | Buy |
+1,314
| New | +$227K | 0.02% | 524 |
|
|
2021
Q4 | – | Sell |
-1,612
| Closed | -$205K | – | 534 |
|
|
2021
Q3 | $205K | Buy |
1,612
+23
| +1% | +$2.93K | 0.02% | 501 |
|
|
2021
Q2 | $207K | Buy |
+1,589
| New | +$207K | 0.02% | 507 |
|
|
2015
Q4 | – | Sell |
-392
| Closed | -$22K | – | 284 |
|
|
2015
Q3 | $22K | Buy |
392
+280
| +250% | +$15.7K | 0.01% | 543 |
|
|
2015
Q2 | $7K | Buy |
112
+26
| +30% | +$1.63K | ﹤0.01% | 691 |
|
|
2015
Q1 | $6K | Hold |
86
| – | – | ﹤0.01% | 777 |
|
|
2014
Q4 | $6K | Sell |
86
-99
| -54% | -$6.91K | ﹤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% | -$5.41K | ﹤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 | +$14K | 0.01% | 517 |
|