Resonant Capital 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 | $434K | Buy |
2,146
+205
| +11% | +$41.5K | 0.03% | 260 |
|
2025
Q1 | $404K | Buy |
1,941
+76
| +4% | +$15.8K | 0.03% | 240 |
|
2024
Q4 | $361K | Buy |
1,865
+38
| +2% | +$7.36K | 0.03% | 242 |
|
2024
Q3 | $348K | Buy |
1,827
+160
| +10% | +$30.5K | 0.03% | 256 |
|
2024
Q2 | $268K | Buy |
1,667
+96
| +6% | +$15.4K | 0.02% | 291 |
|
2024
Q1 | $273K | Buy |
+1,571
| New | +$273K | 0.02% | 278 |
|
2023
Q1 | – | Sell |
-2,542
| Closed | -$346K | – | 252 |
|
2022
Q4 | $346K | Buy |
+2,542
| New | +$346K | 0.04% | 192 |
|
2022
Q3 | – | Sell |
-1,621
| Closed | -$207K | – | 226 |
|
2022
Q2 | $207K | Buy |
+1,621
| New | +$207K | 0.03% | 226 |
|