TI
tru Independence’s Allstate ALL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.16M | Sell |
30,600
-912
| -3% | -$184K | 1.78% | 15 |
|
|
2025
Q1 | $6.53M | Buy |
31,512
+83
| +0.3% | +$17.2K | 2.03% | 13 |
|
|
2024
Q4 | $6.06M | Sell |
31,429
-2,216
| -7% | -$427K | 1.9% | 16 |
|
|
2024
Q3 | $6.38M | Sell |
33,645
-11,156
| -25% | -$2.12M | 1.87% | 17 |
|
|
2024
Q2 | $7.15M | Sell |
44,801
-1,371
| -3% | -$219K | 2.16% | 11 |
|
|
2024
Q1 | $7.99M | Sell |
46,172
-1,230
| -3% | -$213K | 2.35% | 6 |
|
|
2023
Q4 | $6.64M | Sell |
47,402
-1,305
| -3% | -$183K | 2.01% | 9 |
|
|
2023
Q3 | $5.43M | Buy |
48,707
+770
| +2% | +$85.8K | 1.88% | 16 |
|
|
2023
Q2 | $5.23M | Buy |
47,937
+732
| +2% | +$79.8K | 1.72% | 24 |
|
|
2023
Q1 | $5.23M | Sell |
47,205
-955
| -2% | -$106K | 1.69% | 22 |
|
|
2022
Q4 | $6.53M | Sell |
48,160
-360
| -0.7% | -$48.8K | 2.12% | 7 |
|
|
2022
Q3 | $6.04M | Sell |
48,520
-580
| -1% | -$72.2K | 2.14% | 6 |
|
|
2022
Q2 | $6.22M | Sell |
49,100
-410
| -0.8% | -$52K | 2% | 8 |
|
|
2022
Q1 | $6.86M | Buy |
49,510
+1,345
| +3% | +$186K | 1.86% | 9 |
|
|
2021
Q4 | $5.67M | Buy |
48,165
+125
| +0.3% | +$14.7K | 1.55% | 29 |
|
|
2021
Q3 | $6.12M | Sell |
48,040
-665
| -1% | -$84.7K | 1.71% | 16 |
|
|
2021
Q2 | $6.35M | Sell |
48,705
-175
| -0.4% | -$22.8K | 1.87% | 16 |
|
|
2021
Q1 | $5.62M | Buy |
+48,880
| New | +$5.62M | 1.06% | 34 |
|
|
2020
Q4 | – | Sell |
-48,605
| Closed | -$4.58M | – | 768 |
|
|
2020
Q3 | $4.58M | Buy |
48,605
+12,061
| +33% | +$1.14M | 1.3% | 32 |
|
|
2020
Q2 | $3.54K | Sell |
36,544
-140
| -0.4% | -$14 | 0.51% | 50 |
|
|
2020
Q1 | $3.37K | Sell |
36,684
-37,720
| -51% | -$3.46K | 0.55% | 47 |
|
|
2019
Q4 | $7.61M | Buy |
+74,404
| New | +$7.61M | 1.09% | 27 |
|