Stokes Family Office’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,114
| Closed | -$236K | – | 229 |
|
|
2023
Q3 | $236K | Buy |
+2,114
| New | +$236K | 0.03% | 282 |
|
|
2023
Q1 | – | Sell |
-1,858
| Closed | -$252K | – | 303 |
|
|
2022
Q4 | $252K | Sell |
1,858
-246
| -12% | -$33.4K | 0.03% | 234 |
|
|
2022
Q3 | $262K | Buy |
2,104
+402
| +24% | +$50.1K | 0.04% | 223 |
|
|
2022
Q2 | $216K | Buy |
+1,702
| New | +$216K | 0.03% | 246 |
|