Allworth Financial’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Hold |
385
| – | – | ﹤0.01% | 3162 |
|
|
2025
Q1 | $5.79K | Hold |
385
| – | – | ﹤0.01% | 2674 |
|
|
2024
Q4 | $6.12K | Hold |
385
| – | – | ﹤0.01% | 2659 |
|
|
2024
Q3 | $6.39K | Hold |
385
| – | – | ﹤0.01% | 2459 |
|
|
2024
Q2 | $6.08K | Hold |
385
| – | – | ﹤0.01% | 2427 |
|
|
2024
Q1 | $6.14K | Buy |
+385
| New | +$6.14K | ﹤0.01% | 2323 |
|
|
2021
Q4 | – | Sell |
-2,918
| Closed | -$56K | – | 1970 |
|
|
2021
Q3 | $56K | Buy |
2,918
+51
| +2% | +$979 | ﹤0.01% | 753 |
|
|
2021
Q2 | $57K | Buy |
+2,867
| New | +$57K | ﹤0.01% | 587 |
|