United Capital Financial Advisors’s Allstate ALL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
6,834
-278
| -4% | -$56K | 0.01% | 515 |
|
|
2025
Q1 | $1.47M | Sell |
7,112
-573
| -7% | -$119K | 0.01% | 481 |
|
|
2024
Q4 | $1.48M | Sell |
7,685
-1,061
| -12% | -$205K | 0.01% | 477 |
|
|
2024
Q3 | $1.66M | Sell |
8,746
-1,284
| -13% | -$244K | 0.01% | 453 |
|
|
2024
Q2 | $1.6M | Sell |
10,030
-50
| -0.5% | -$7.98K | 0.01% | 445 |
|
|
2024
Q1 | $1.74M | Sell |
10,080
-849
| -8% | -$147K | 0.01% | 455 |
|
|
2023
Q4 | $1.53M | Sell |
10,929
-5,052
| -32% | -$707K | 0.01% | 472 |
|
|
2023
Q3 | $1.78M | Sell |
15,981
-2,053
| -11% | -$229K | 0.01% | 440 |
|
|
2023
Q2 | $1.97M | Sell |
18,034
-3,361
| -16% | -$366K | 0.01% | 448 |
|
|
2023
Q1 | $2.37M | Buy |
21,395
+11,551
| +117% | +$1.28M | 0.01% | 421 |
|
|
2022
Q4 | $1.33M | Buy |
9,844
+835
| +9% | +$113K | 0.01% | 554 |
|
|
2022
Q3 | $1.12M | Sell |
9,009
-625
| -6% | -$77.8K | 0.01% | 588 |
|
|
2022
Q2 | $1.22M | Sell |
9,634
-7,932
| -45% | -$1.01M | 0.01% | 596 |
|
|
2022
Q1 | $2.43M | Sell |
17,566
-1,734
| -9% | -$240K | 0.01% | 479 |
|
|
2021
Q4 | $2.27M | Sell |
19,300
-5,467
| -22% | -$643K | 0.01% | 510 |
|
|
2021
Q3 | $3.15M | Sell |
24,767
-764
| -3% | -$97.3K | 0.02% | 448 |
|
|
2021
Q2 | $3.33M | Buy |
25,531
+485
| +2% | +$63.3K | 0.02% | 440 |
|
|
2021
Q1 | $2.88M | Sell |
25,046
-1,752
| -7% | -$201K | 0.02% | 440 |
|
|
2020
Q4 | $2.95M | Sell |
26,798
-3,150
| -11% | -$346K | 0.02% | 433 |
|
|
2020
Q3 | $2.82M | Sell |
29,948
-1,422
| -5% | -$134K | 0.02% | 431 |
|
|
2020
Q2 | $3.04M | Buy |
31,370
+6,137
| +24% | +$595K | 0.02% | 440 |
|
|
2020
Q1 | $2.32M | Sell |
25,233
-11,391
| -31% | -$1.05M | 0.02% | 466 |
|
|
2019
Q4 | $4.12M | Buy |
36,624
+11,087
| +43% | +$1.25M | 0.03% | 458 |
|
|
2019
Q3 | $2.78M | Sell |
25,537
-13,489
| -35% | -$1.47M | 0.02% | 522 |
|
|
2019
Q2 | $3.97M | Sell |
39,026
-857
| -2% | -$87.2K | 0.03% | 463 |
|
|
2019
Q1 | $3.76M | Sell |
39,883
-7,519
| -16% | -$708K | 0.03% | 460 |
|
|
2018
Q4 | $3.92M | Buy |
47,402
+1,925
| +4% | +$159K | 0.03% | 423 |
|
|
2018
Q3 | $4.49M | Buy |
45,477
+2,757
| +6% | +$272K | 0.03% | 449 |
|
|
2018
Q2 | $3.9M | Sell |
42,720
-31
| -0.1% | -$2.83K | 0.03% | 459 |
|
|
2018
Q1 | $4.05M | Sell |
42,751
-1,511
| -3% | -$143K | 0.03% | 446 |
|
|
2017
Q4 | $4.64M | Sell |
44,262
-1,857
| -4% | -$195K | 0.04% | 422 |
|
|
2017
Q3 | $4.24M | Sell |
46,119
-1,536
| -3% | -$141K | 0.04% | 417 |
|
|
2017
Q2 | $4.22M | Sell |
47,655
-1,038
| -2% | -$91.8K | 0.04% | 414 |
|
|
2017
Q1 | $3.97M | Sell |
48,693
-1,263
| -3% | -$103K | 0.04% | 414 |
|
|
2016
Q4 | $3.7M | Buy |
49,956
+8,952
| +22% | +$664K | 0.04% | 433 |
|
|
2016
Q3 | $2.84M | Buy |
41,004
+14,167
| +53% | +$980K | 0.03% | 500 |
|
|
2016
Q2 | $1.88M | Sell |
26,837
-2,317
| -8% | -$162K | 0.02% | 567 |
|
|
2016
Q1 | $1.96M | Sell |
29,154
-62,974
| -68% | -$4.24M | 0.02% | 536 |
|
|
2015
Q4 | $5.72M | Sell |
92,128
-4,870
| -5% | -$302K | 0.07% | 303 |
|
|
2015
Q3 | $5.65M | Buy |
96,998
+60,643
| +167% | +$3.53M | 0.07% | 298 |
|
|
2015
Q2 | $2.36M | Buy |
36,355
+9,653
| +36% | +$626K | 0.03% | 540 |
|
|
2015
Q1 | $1.86M | Sell |
26,702
-1,540
| -5% | -$107K | 0.02% | 580 |
|
|
2014
Q4 | $1.98M | Buy |
28,242
+8,413
| +42% | +$591K | 0.03% | 474 |
|
|
2014
Q3 | $1.22M | Sell |
19,829
-575
| -3% | -$35.3K | 0.02% | 556 |
|
|
2014
Q2 | $1.2M | Buy |
20,404
+468
| +2% | +$27.5K | 0.02% | 522 |
|
|
2014
Q1 | $1.13M | Buy |
19,936
+6,336
| +47% | +$358K | 0.02% | 452 |
|
|
2013
Q4 | $742K | Sell |
13,600
-6,194
| -31% | -$338K | 0.03% | 375 |
|
|
2013
Q3 | $1M | Sell |
19,794
-1,951
| -9% | -$98.7K | 0.03% | 343 |
|
|
2013
Q2 | $1.05M | Buy |
+21,745
| New | +$1.05M | 0.03% | 399 |
|