Richwood Investment 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 | $303K | Hold |
1,507
| – | – | 0.25% | 79 |
|
|
2025
Q1 | $312K | Sell |
1,507
-95
| -6% | -$19.7K | 0.27% | 83 |
|
|
2024
Q4 | $309K | Buy |
1,602
+140
| +10% | +$27K | 0.26% | 80 |
|
|
2024
Q3 | $277K | Sell |
1,462
-125
| -8% | -$23.7K | 0.23% | 89 |
|
|
2024
Q2 | $253K | Buy |
1,587
+100
| +7% | +$16K | 0.22% | 89 |
|
|
2024
Q1 | $257K | Hold |
1,487
| – | – | 0.23% | 91 |
|
|
2023
Q4 | $208K | Buy |
+1,487
| New | +$208K | 0.2% | 100 |
|
|
2023
Q1 | – | Sell |
-1,534
| Closed | -$208K | – | 104 |
|
|
2022
Q4 | $208K | Buy |
+1,534
| New | +$208K | 0.21% | 101 |
|
|
2022
Q2 | – | Sell |
-1,834
| Closed | -$254K | – | 107 |
|
|
2022
Q1 | $254K | Hold |
1,834
| – | – | 0.23% | 103 |
|
|
2021
Q4 | $216K | Buy |
+1,834
| New | +$216K | 0.19% | 103 |
|