Schechter 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
Q1 | $671K | Buy |
+3,239
| New | +$671K | 0.06% | 303 |
|
|
2023
Q3 | – | Sell |
-1,954
| Closed | -$213K | – | 640 |
|
|
2023
Q2 | $213K | Buy |
1,954
+61
| +3% | +$6.65K | 0.02% | 576 |
|
|
2023
Q1 | $210K | Sell |
1,893
-863
| -31% | -$95.6K | 0.02% | 609 |
|
|
2022
Q4 | $374K | Buy |
2,756
+438
| +19% | +$59.4K | 0.03% | 576 |
|
|
2022
Q3 | $289K | Buy |
+2,318
| New | +$289K | 0.03% | 718 |
|