Sargent Bickham Lagudis’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-33
| Closed | -$3K | – | 869 |
|
2020
Q3 | $3K | Hold |
33
| – | – | ﹤0.01% | 691 |
|
2020
Q2 | $3K | Sell |
33
-301
| -90% | -$27.4K | ﹤0.01% | 674 |
|
2020
Q1 | $31K | Sell |
334
-45
| -12% | -$4.18K | ﹤0.01% | 396 |
|
2019
Q4 | $43K | Hold |
379
| – | – | ﹤0.01% | 404 |
|
2019
Q3 | $41K | Buy |
379
+1
| +0.3% | +$108 | ﹤0.01% | 373 |
|
2019
Q2 | $38K | Hold |
378
| – | – | ﹤0.01% | 403 |
|
2019
Q1 | $36K | Hold |
378
| – | – | ﹤0.01% | 431 |
|
2018
Q4 | $31K | Buy |
378
+303
| +404% | +$24.8K | ﹤0.01% | 424 |
|
2018
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 649 |
|
2018
Q2 | $7K | Buy |
75
+1
| +1% | +$93 | ﹤0.01% | 625 |
|
2018
Q1 | $7K | Hold |
74
| – | – | ﹤0.01% | 628 |
|
2017
Q4 | $8K | Hold |
74
| – | – | ﹤0.01% | 635 |
|
2017
Q3 | $7K | Hold |
74
| – | – | ﹤0.01% | 656 |
|
2017
Q2 | $7K | Buy |
74
+1
| +1% | +$95 | ﹤0.01% | 618 |
|
2017
Q1 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 637 |
|