Summit Financial Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $263K | Sell |
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|
2025
Q2 | $252K | Buy |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $217K | Buy |
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|
2024
Q1 | $230K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $257K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $319K | Buy |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $268K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $278K | Hold |
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|
2021
Q3 | $292K | Hold |
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|
2021
Q2 | $300K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $235K | Sell |
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|
2020
Q1 | $573K | Sell |
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|
2019
Q4 | $1.17M | Sell |
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|
2019
Q3 | $1.52M | Sell |
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|
2019
Q2 | $1.72M | Sell |
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|
2019
Q1 | $2.38M | Buy |
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|
2018
Q4 | $1.78M | Sell |
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|
2018
Q3 | $3.07M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $3.64M | Sell |
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|
2017
Q3 | $3.29M | Sell |
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|
2017
Q2 | $4.18M | Sell |
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|
2017
Q1 | $4.12M | Sell |
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|
2016
Q4 | $4.11M | Sell |
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|
2016
Q3 | $3.9M | Sell |
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|
2016
Q2 | $5.41M | Sell |
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|
2016
Q1 | $5.25M | Buy |
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|
2015
Q4 | $4.75M | Buy |
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|
2015
Q3 | $4.33M | Sell |
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|
2015
Q2 | $4.89M | Buy |
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|
2015
Q1 | $5.02M | Buy |
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|
2014
Q4 | $5.25M | Buy |
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