Allworth Financial’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73K | Sell |
93
-22
| -19% | -$1.36K | ﹤0.01% | 3183 |
|
|
2025
Q1 | $5.15K | Buy |
115
+31
| +37% | +$1.39K | ﹤0.01% | 2733 |
|
|
2024
Q4 | $5.49K | Sell |
84
-7
| -8% | -$458 | ﹤0.01% | 2713 |
|
|
2024
Q3 | $5.99K | Sell |
91
-2
| -2% | -$132 | ﹤0.01% | 2488 |
|
|
2024
Q2 | $6.07K | Sell |
93
-3
| -3% | -$196 | ﹤0.01% | 2428 |
|
|
2024
Q1 | $5.95K | Sell |
96
-3
| -3% | -$186 | ﹤0.01% | 2338 |
|
|
2023
Q4 | $6.18K | Buy |
99
+21
| +27% | +$1.31K | ﹤0.01% | 2187 |
|
|
2023
Q3 | $4.39K | Buy |
78
+63
| +420% | +$3.55K | ﹤0.01% | 2168 |
|
|
2023
Q2 | $683 | Hold |
15
| – | – | ﹤0.01% | 2834 |
|
|
2023
Q1 | $613 | Hold |
15
| – | – | ﹤0.01% | 2803 |
|
|
2022
Q4 | $580 | Sell |
15
-3
| -17% | -$116 | ﹤0.01% | 2596 |
|
|
2022
Q3 | $1K | Sell |
18
-13
| -42% | -$722 | ﹤0.01% | 2353 |
|
|
2022
Q2 | $1K | Buy |
31
+23
| +288% | +$742 | ﹤0.01% | 2128 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 2169 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1967 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1887 |
|
|
2021
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1570 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1507 |
|
|
2020
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1357 |
|
|
2020
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1187 |
|
|
2020
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1212 |
|
|
2020
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1243 |
|
|
2019
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1060 |
|
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 959 |
|
|
2019
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 961 |
|
|
2019
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 973 |
|