Sugarloaf Wealth Management’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $228K | Sell |
1,185
-62
| -5% | -$12K | 0.04% | 149 |
|
|
2024
Q3 | $237K | Sell |
1,247
-139
| -10% | -$26.4K | 0.04% | 139 |
|
|
2024
Q2 | $221K | Buy |
1,386
+5
| +0.4% | +$798 | 0.04% | 132 |
|
|
2024
Q1 | $239K | Buy |
1,381
+7
| +0.5% | +$1.21K | 0.05% | 129 |
|
|
2023
Q4 | $192K | Buy |
1,374
+8
| +0.6% | +$1.12K | 0.05% | 140 |
|
|
2023
Q3 | $152K | Buy |
1,366
+9
| +0.7% | +$1K | 0.04% | 167 |
|
|
2023
Q2 | $148K | Sell |
1,357
-21
| -2% | -$2.29K | 0.03% | 171 |
|
|
2023
Q1 | $153K | Buy |
1,378
+6
| +0.4% | +$665 | 0.04% | 156 |
|
|
2022
Q4 | $186K | Sell |
1,372
-161
| -11% | -$21.8K | 0.05% | 129 |
|
|
2022
Q3 | $191K | Sell |
1,533
-242
| -14% | -$30.2K | 0.05% | 124 |
|
|
2022
Q2 | $225K | Buy |
1,775
+39
| +2% | +$4.94K | 0.06% | 108 |
|
|
2022
Q1 | $240K | Sell |
1,736
-91
| -5% | -$12.6K | 0.06% | 109 |
|
|
2021
Q4 | $215K | Buy |
1,827
+8
| +0.4% | +$941 | 0.05% | 118 |
|
|
2021
Q3 | $232K | Buy |
1,819
+8
| +0.4% | +$1.02K | 0.06% | 112 |
|
|
2021
Q2 | $236K | Buy |
1,811
+10
| +0.6% | +$1.3K | 0.06% | 109 |
|
|
2021
Q1 | $207 | Buy |
1,801
+6
| +0.3% | +$1 | 0.06% | 121 |
|
|
2020
Q4 | $197K | Buy |
1,795
+8
| +0.4% | +$878 | 0.07% | 116 |
|
|
2020
Q3 | $168K | Buy |
1,787
+7
| +0.4% | +$658 | 0.06% | 120 |
|
|
2020
Q2 | $173K | Buy |
1,780
+8
| +0.5% | +$778 | 0.07% | 120 |
|
|
2020
Q1 | $163K | Buy |
1,772
+5
| +0.3% | +$460 | 0.07% | 113 |
|
|
2019
Q4 | $199K | Buy |
+1,767
| New | +$199K | 0.08% | 118 |
|