AFG
Albion Financial Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
703
-137
| -16% | -$60.4K | 0.02% | 146 |
|
|
2025
Q1 | $353K | Sell |
840
-862
| -51% | -$362K | 0.03% | 150 |
|
|
2024
Q4 | $724K | Buy |
1,702
+1,053
| +162% | +$448K | 0.05% | 129 |
|
|
2024
Q3 | $275K | Sell |
649
-120
| -16% | -$50.8K | 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% | -$46.7K | 0.02% | 162 |
|
|
2023
Q3 | $299K | Buy |
893
+124
| +16% | +$41.5K | 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% | -$331 | 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% | -$31.3K | 0.05% | 147 |
|
|
2021
Q3 | $593K | Buy |
1,753
+75
| +4% | +$25.4K | 0.05% | 143 |
|
|
2021
Q2 | $579K | Buy |
+1,678
| New | +$579K | 0.05% | 143 |
|
|
2020
Q4 | $513K | Buy |
+1,677
| New | +$513K | 0.05% | 141 |
|