Teamwork Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,823
| Closed | -$315K | – | 138 |
|
|
2024
Q1 | $315K | Sell |
1,823
-39
| -2% | -$6.75K | 0.05% | 139 |
|
|
2023
Q4 | $261K | Sell |
1,862
-220
| -11% | -$30.8K | 0.04% | 154 |
|
|
2023
Q3 | $232K | Sell |
2,082
-91
| -4% | -$10.1K | 0.04% | 182 |
|
|
2023
Q2 | $237K | Buy |
2,173
+200
| +10% | +$21.8K | 0.04% | 175 |
|
|
2023
Q1 | $219K | Sell |
1,973
-7,648
| -79% | -$847K | 0.04% | 170 |
|
|
2022
Q4 | $1.3M | Sell |
9,621
-30,686
| -76% | -$4.16M | 0.26% | 66 |
|
|
2022
Q3 | $5.02M | Buy |
40,307
+7,850
| +24% | +$977K | 1.08% | 14 |
|
|
2022
Q2 | $4.11M | Buy |
+32,457
| New | +$4.11M | 0.9% | 18 |
|