Albion Financial Group’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$26.9K	Sell	58 -10	-15%	-$4.84K	﹤0.01%	329
2025 Q4	$32.7K	Sell	68 -87	-56%	-$41.2K	﹤0.01%	294
2025 Q3	$71.9K	Sell	155 -548	-78%	-$247K	﹤0.01%	227
2025 Q2	$310K	Sell	703 -137	-16%	-$56.8K	0.02%	146
2025 Q1	$353K	Sell	840 -862	-51%	-$373K	0.03%	150
2024 Q4	$724K	Buy	1,702 +1,053	+162%	+$456K	0.05%	129
2024 Q3	$275K	Sell	649 -120	-16%	-$48.8K	0.02%	161
2024 Q2	$301K	Hold	769	–	–	0.02%	163
2024 Q1	$306K	Hold	769	–	–	0.02%	158
2023 Q4	$290K	Sell	769 -124	-14%	-$43.3K	0.02%	162
2023 Q3	$299K	Buy	893 +124	+16%	+$43K	0.03%	150
2023 Q2	$264K	Hold	769	–	–	0.02%	162
2023 Q1	$256K	Hold	769	–	–	0.02%	157
2022 Q4	$255K	Sell	769 -1	-0.1%	-$325	0.02%	157
2022 Q3	$221K	Hold	770	–	–	0.02%	158
2022 Q2	$237K	Hold	770	–	–	0.02%	163
2022 Q1	$267K	Sell	770 -897	-54%	-$311K	0.02%	183
2021 Q4	$606K	Sell	1,667 -86	-5%	-$30.6K	0.05%	147
2021 Q3	$593K	Buy	1,753 +75	+4%	+$26.2K	0.05%	143
2021 Q2	$579K	Buy	+1,678	New	+$573K	0.05%	143
2020 Q4	$513K	Buy	+1,677	New	+$488K	0.05%	141