Sequoia 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 | $2.44M | Buy |
12,130
+769
| +7% | +$155K | 0.02% | 424 |
|
|
2025
Q1 | $2.35M | Buy |
11,361
+2,643
| +30% | +$547K | 0.02% | 394 |
|
|
2024
Q4 | $1.68M | Buy |
8,718
+709
| +9% | +$137K | 0.02% | 449 |
|
|
2024
Q3 | $1.52M | Buy |
8,009
+303
| +4% | +$57.5K | 0.02% | 440 |
|
|
2024
Q2 | $1.23M | Buy |
7,706
+334
| +5% | +$53.4K | 0.01% | 429 |
|
|
2024
Q1 | $1.28M | Sell |
7,372
-2,021
| -22% | -$350K | 0.02% | 418 |
|
|
2023
Q4 | $1.31M | Buy |
9,393
+3,592
| +62% | +$503K | 0.02% | 451 |
|
|
2023
Q3 | $646K | Buy |
5,801
+1,088
| +23% | +$121K | 0.01% | 437 |
|
|
2023
Q2 | $514K | Sell |
4,713
-1,854
| -28% | -$202K | 0.01% | 510 |
|
|
2023
Q1 | $728K | Buy |
6,567
+1,602
| +32% | +$178K | 0.02% | 376 |
|
|
2022
Q4 | $673K | Buy |
4,965
+1,383
| +39% | +$188K | 0.02% | 373 |
|
|
2022
Q3 | $446K | Sell |
3,582
-217
| -6% | -$27K | 0.01% | 310 |
|
|
2022
Q2 | $482K | Buy |
3,799
+562
| +17% | +$71.3K | 0.01% | 332 |
|
|
2022
Q1 | $448K | Buy |
3,237
+860
| +36% | +$119K | 0.01% | 379 |
|
|
2021
Q4 | $280K | Buy |
+2,377
| New | +$280K | 0.01% | 457 |
|
|
2021
Q3 | – | Sell |
-2,095
| Closed | -$273K | – | 264 |
|
|
2021
Q2 | $273K | Sell |
2,095
-202
| -9% | -$26.3K | 0.01% | 397 |
|
|
2021
Q1 | $264K | Hold |
2,297
| – | – | 0.01% | 369 |
|
|
2020
Q4 | $253K | Buy |
2,297
+1
| +0% | +$110 | 0.01% | 348 |
|
|
2020
Q3 | $216K | Buy |
2,296
+8
| +0.3% | +$753 | 0.01% | 356 |
|
|
2020
Q2 | $222K | Sell |
2,288
-29
| -1% | -$2.81K | 0.01% | 332 |
|
|
2020
Q1 | $213K | Sell |
2,317
-89
| -4% | -$8.18K | 0.02% | 321 |
|
|
2019
Q4 | $271K | Sell |
2,406
-122
| -5% | -$13.7K | 0.02% | 313 |
|
|
2019
Q3 | $275K | Sell |
2,528
-295
| -10% | -$32.1K | 0.02% | 291 |
|
|
2019
Q2 | $287K | Sell |
2,823
-120
| -4% | -$12.2K | 0.02% | 286 |
|
|
2019
Q1 | $277K | Buy |
2,943
+190
| +7% | +$17.9K | 0.02% | 282 |
|
|
2018
Q4 | $227K | Buy |
2,753
+379
| +16% | +$31.3K | 0.03% | 252 |
|
|
2018
Q3 | $234K | Buy |
+2,374
| New | +$234K | 0.02% | 273 |
|
|
2018
Q2 | – | Sell |
-2,207
| Closed | -$209K | – | 311 |
|
|
2018
Q1 | $209K | Buy |
2,207
+27
| +1% | +$2.56K | 0.02% | 280 |
|
|
2017
Q4 | $228K | Buy |
+2,180
| New | +$228K | 0.02% | 263 |
|