Resurgent Financial 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 | $554K | Buy |
2,751
+1,093
| +66% | +$220K | 0.3% | 95 |
|
|
2025
Q1 | $343K | Buy |
+1,658
| New | +$343K | 0.21% | 129 |
|
|
2024
Q1 | – | Sell |
-449
| Closed | -$62.9K | – | 204 |
|
|
2023
Q4 | $62.9K | Sell |
449
-4
| -0.9% | -$560 | 0.04% | 294 |
|
|
2023
Q3 | $50.5K | Sell |
453
-78
| -15% | -$8.69K | 0.03% | 326 |
|
|
2023
Q2 | $57.9K | Buy |
531
+6
| +1% | +$654 | 0.04% | 311 |
|
|
2023
Q1 | $58.2K | Sell |
525
-321
| -38% | -$35.6K | 0.04% | 308 |
|
|
2022
Q4 | $115K | Buy |
+846
| New | +$115K | 0.06% | 284 |
|