Visionary Wealth 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 | $979K | Sell |
4,864
-265
| -5% | -$53.3K | 0.05% | 275 |
|
|
2025
Q1 | $1.06M | Buy |
5,129
+851
| +20% | +$176K | 0.06% | 249 |
|
|
2024
Q4 | $825K | Sell |
4,278
-70
| -2% | -$13.5K | 0.05% | 284 |
|
|
2024
Q3 | $825K | Buy |
4,348
+15
| +0.3% | +$2.84K | 0.05% | 278 |
|
|
2024
Q2 | $692K | Sell |
4,333
-78
| -2% | -$12.5K | 0.05% | 283 |
|
|
2024
Q1 | $763K | Sell |
4,411
-196
| -4% | -$33.9K | 0.05% | 265 |
|
|
2023
Q4 | $645K | Buy |
4,607
+5
| +0.1% | +$700 | 0.05% | 276 |
|
|
2023
Q3 | $513K | Buy |
4,602
+2,729
| +146% | +$304K | 0.04% | 298 |
|
|
2023
Q2 | $204K | Sell |
1,873
-290
| -13% | -$31.6K | 0.02% | 433 |
|
|
2023
Q1 | $240K | Sell |
2,163
-386
| -15% | -$42.8K | 0.02% | 389 |
|
|
2022
Q4 | $346K | Buy |
2,549
+865
| +51% | +$117K | 0.03% | 294 |
|
|
2022
Q3 | $210K | Sell |
1,684
-25
| -1% | -$3.12K | 0.02% | 360 |
|
|
2022
Q2 | $217K | Sell |
1,709
-498
| -23% | -$63.2K | 0.02% | 380 |
|
|
2022
Q1 | $306K | Buy |
2,207
+494
| +29% | +$68.5K | 0.02% | 323 |
|
|
2021
Q4 | $202K | Buy |
+1,713
| New | +$202K | 0.02% | 359 |
|
|
2021
Q3 | – | Sell |
-3,252
| Closed | -$424K | – | 317 |
|
|
2021
Q2 | $424K | Buy |
+3,252
| New | +$424K | 0.04% | 219 |
|