Sutton Wealth Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $22.5K | Sell |
202
-20
| -9% | -$2.23K | 0.01% | 342 |
|
2023
Q2 | $24.2K | Hold |
222
| – | – | 0.01% | 325 |
|
2023
Q1 | $24.6K | Sell |
222
-1,909
| -90% | -$212K | 0.01% | 283 |
|
2022
Q4 | $289K | Sell |
2,131
-33
| -2% | -$4.48K | 0.11% | 137 |
|
2022
Q3 | $269K | Buy |
2,164
+32
| +2% | +$3.99K | 0.11% | 140 |
|
2022
Q2 | $270K | Buy |
2,132
+5
| +0.2% | +$634 | 0.11% | 135 |
|
2022
Q1 | $295K | Buy |
2,127
+3
| +0.1% | +$416 | 0.1% | 140 |
|
2021
Q4 | $250K | Sell |
2,124
-2
| -0.1% | -$235 | 0.08% | 161 |
|
2021
Q3 | $271K | Buy |
2,126
+2
| +0.1% | +$255 | 0.1% | 141 |
|
2021
Q2 | $277K | Hold |
2,124
| – | – | 0.1% | 139 |
|
2021
Q1 | $244K | Buy |
2,124
+4
| +0.2% | +$460 | 0.1% | 148 |
|
2020
Q4 | $233K | Sell |
2,120
-30
| -1% | -$3.3K | 0.1% | 143 |
|
2020
Q3 | $202K | Sell |
2,150
-7
| -0.3% | -$659 | 0.1% | 140 |
|
2020
Q2 | $209K | Buy |
2,157
+45
| +2% | +$4.37K | 0.11% | 135 |
|
2020
Q1 | $194K | Buy |
2,112
+5
| +0.2% | +$459 | 0.12% | 128 |
|
2019
Q4 | $237K | Hold |
2,107
| – | – | 0.12% | 132 |
|
2019
Q3 | $229K | Hold |
2,107
| – | – | 0.13% | 129 |
|
2019
Q2 | $214K | Hold |
2,107
| – | – | 0.12% | 132 |
|
2019
Q1 | $198K | Hold |
2,107
| – | – | 0.12% | 142 |
|
2018
Q4 | $174K | Hold |
2,107
| – | – | 0.11% | 143 |
|
2018
Q3 | $208K | Hold |
2,107
| – | – | 0.14% | 125 |
|
2018
Q2 | $192K | Hold |
2,107
| – | – | 0.13% | 128 |
|
2018
Q1 | $200K | Hold |
2,107
| – | – | 0.14% | 126 |
|
2017
Q4 | $221K | Hold |
2,107
| – | – | 0.16% | 118 |
|
2017
Q3 | $194K | Hold |
2,107
| – | – | 0.15% | 121 |
|
2017
Q2 | $186K | Hold |
2,107
| – | – | 0.15% | 120 |
|
2017
Q1 | $172K | Hold |
2,107
| – | – | 0.14% | 121 |
|
2016
Q4 | $156K | Hold |
2,107
| – | – | 0.14% | 128 |
|
2016
Q3 | $146K | Hold |
2,107
| – | – | 0.13% | 131 |
|
2016
Q2 | $147K | Hold |
2,107
| – | – | 0.14% | 128 |
|
2016
Q1 | $142K | Buy |
+2,107
| New | +$142K | 0.13% | 132 |
|