Advisory Research’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-55,981
| Closed | -$3.49M | – | 205 |
|
|
2023
Q4 | $3.49M | Sell |
55,981
-31,577
| -36% | -$1.97M | 0.54% | 44 |
|
|
2023
Q3 | $4.93M | Sell |
87,558
-6,632
| -7% | -$373K | 0.68% | 29 |
|
|
2023
Q2 | $4.29M | Buy |
94,190
+18,562
| +25% | +$845K | 0.55% | 42 |
|
|
2023
Q1 | $3.09M | Sell |
75,628
-16,654
| -18% | -$680K | 0.51% | 51 |
|
|
2022
Q4 | $3.57M | Buy |
92,282
+2,907
| +3% | +$112K | 0.34% | 51 |
|
|
2022
Q3 | $3.31M | Buy |
89,375
+68,158
| +321% | +$2.52M | 0.32% | 60 |
|
|
2022
Q2 | $622K | Sell |
21,217
-5,982
| -22% | -$175K | 0.06% | 200 |
|
|
2022
Q1 | $905K | Buy |
+27,199
| New | +$905K | 0.07% | 195 |
|