Sowell Financial Services’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.14M | Buy |
5,652
+6
| +0.1% | +$1.21K | 0.05% | 378 |
|
2025
Q1 | $1.17M | Buy |
+5,646
| New | +$1.17M | 0.05% | 348 |
|
2023
Q2 | – | Sell |
-4,151
| Closed | -$460K | – | 563 |
|
2023
Q1 | $460K | Buy |
+4,151
| New | +$460K | 0.04% | 450 |
|
2021
Q2 | – | Sell |
-9,116
| Closed | -$1.21M | – | 589 |
|
2021
Q1 | $1.21M | Sell |
9,116
-4,644
| -34% | -$616K | 0.04% | 356 |
|
2020
Q4 | $1.51M | Sell |
13,760
-30
| -0.2% | -$3.3K | 0.06% | 248 |
|
2020
Q3 | $1.3M | Buy |
13,790
+689
| +5% | +$64.9K | 0.06% | 243 |
|
2020
Q2 | $1.27M | Buy |
13,101
+5,259
| +67% | +$510K | 0.07% | 234 |
|
2020
Q1 | $719K | Sell |
7,842
-1,124
| -13% | -$103K | 0.05% | 309 |
|
2019
Q4 | $1.01M | Buy |
8,966
+4,635
| +107% | +$521K | 0.08% | 263 |
|
2019
Q3 | $471K | Buy |
+4,331
| New | +$471K | 0.04% | 430 |
|
2019
Q1 | $353K | Buy |
3,751
+2
| +0.1% | +$188 | 0.04% | 418 |
|
2018
Q4 | $310K | Sell |
3,749
-683
| -15% | -$56.5K | 0.04% | 381 |
|
2018
Q3 | $437K | Buy |
4,432
+414
| +10% | +$40.8K | 0.06% | 211 |
|
2018
Q2 | $394K | Buy |
4,018
+86
| +2% | +$8.43K | 0.08% | 195 |
|
2018
Q1 | $370K | Sell |
3,932
-399
| -9% | -$37.5K | 0.09% | 190 |
|
2017
Q4 | $450K | Buy |
4,331
+438
| +11% | +$45.5K | 0.11% | 168 |
|
2017
Q3 | $367K | Buy |
3,893
+351
| +10% | +$33.1K | 0.1% | 173 |
|
2017
Q2 | $334K | Buy |
3,542
+1
| +0% | +$94 | 0.09% | 177 |
|
2017
Q1 | $304K | Buy |
3,541
+206
| +6% | +$17.7K | 0.09% | 188 |
|
2016
Q4 | $266K | Buy |
+3,335
| New | +$266K | 0.09% | 162 |
|