Allworth Financial’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.97K | Buy |
65
+10
| +18% | +$1.23K | ﹤0.01% | 2998 |
|
2025
Q1 | $6.28K | Buy |
55
+1
| +2% | +$114 | ﹤0.01% | 2629 |
|
2024
Q4 | $7.02K | Hold |
54
| – | – | ﹤0.01% | 2594 |
|
2024
Q3 | $6.11K | Hold |
54
| – | – | ﹤0.01% | 2479 |
|
2024
Q2 | $5.41K | Buy |
54
+6
| +13% | +$602 | ﹤0.01% | 2486 |
|
2024
Q1 | $4.63K | Hold |
48
| – | – | ﹤0.01% | 2439 |
|
2023
Q4 | $4K | Buy |
48
+41
| +586% | +$3.42K | ﹤0.01% | 2362 |
|
2023
Q3 | $531 | Sell |
7
-24
| -77% | -$1.82K | ﹤0.01% | 3030 |
|
2023
Q2 | $2.44K | Buy |
31
+7
| +29% | +$552 | ﹤0.01% | 2402 |
|
2023
Q1 | $2.07K | Buy |
+24
| New | +$2.07K | ﹤0.01% | 2391 |
|
2022
Q3 | – | Sell |
-134
| Closed | -$15K | – | 2758 |
|
2022
Q2 | $15K | Buy |
+134
| New | +$15K | ﹤0.01% | 1357 |
|
2021
Q1 | – | Sell |
-196
| Closed | -$17K | – | 1512 |
|
2020
Q4 | $17K | Hold |
196
| – | – | ﹤0.01% | 704 |
|
2020
Q3 | $18K | Hold |
196
| – | – | ﹤0.01% | 593 |
|
2020
Q2 | $13K | Hold |
196
| – | – | ﹤0.01% | 665 |
|
2020
Q1 | $11K | Buy |
+196
| New | +$11K | ﹤0.01% | 680 |
|