Allworth Financial’s Davis Select Financial ETF DFNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.7K | Hold |
715
| – | – | ﹤0.01% | 2232 |
|
|
2025
Q1 | $27.4K | Hold |
715
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q4 | $28.5K | Hold |
715
| – | – | ﹤0.01% | 1880 |
|
|
2024
Q3 | $26.4K | Hold |
715
| – | – | ﹤0.01% | 1736 |
|
|
2024
Q2 | $25K | Hold |
715
| – | – | ﹤0.01% | 1741 |
|
|
2024
Q1 | $23.8K | Buy |
+715
| New | +$23.8K | ﹤0.01% | 1673 |
|