Allworth Financial’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $844K | Buy |
31,863
+7,393
| +30% | +$196K | ﹤0.01% | 684 |
|
|
2025
Q1 | $728K | Buy |
24,470
+7,347
| +43% | +$219K | ﹤0.01% | 603 |
|
|
2024
Q4 | $699K | Buy |
17,123
+5,701
| +50% | +$233K | ﹤0.01% | 608 |
|
|
2024
Q3 | $624K | Buy |
11,422
+445
| +4% | +$24.3K | ﹤0.01% | 529 |
|
|
2024
Q2 | $592K | Sell |
10,977
-10,643
| -49% | -$574K | ﹤0.01% | 536 |
|
|
2024
Q1 | $1.25M | Sell |
21,620
-865
| -4% | -$50.1K | 0.01% | 375 |
|
|
2023
Q4 | $1.23M | Buy |
22,485
+6,591
| +41% | +$361K | 0.01% | 381 |
|
|
2023
Q3 | $819K | Buy |
15,894
+6,507
| +69% | +$335K | 0.01% | 401 |
|
|
2023
Q2 | $500K | Buy |
9,387
+1,839
| +24% | +$98K | ﹤0.01% | 505 |
|
|
2023
Q1 | $414K | Sell |
7,548
-27
| -0.4% | -$1.48K | ﹤0.01% | 505 |
|
|
2022
Q4 | $382K | Sell |
7,575
-2,143
| -22% | -$108K | ﹤0.01% | 508 |
|
|
2022
Q3 | $427K | Buy |
9,718
+785
| +9% | +$34.5K | 0.01% | 457 |
|
|
2022
Q2 | $461K | Buy |
8,933
+2,065
| +30% | +$107K | 0.01% | 409 |
|
|
2022
Q1 | $438K | Buy |
6,868
+780
| +13% | +$49.7K | 0.01% | 411 |
|
|
2021
Q4 | $345K | Buy |
6,088
+60
| +1% | +$3.4K | ﹤0.01% | 430 |
|
|
2021
Q3 | $347K | Sell |
6,028
-196
| -3% | -$11.3K | 0.01% | 376 |
|
|
2021
Q2 | $394K | Sell |
6,224
-1,470
| -19% | -$93.1K | 0.01% | 287 |
|
|
2021
Q1 | $492K | Buy |
7,694
+1,381
| +22% | +$88.3K | 0.01% | 243 |
|
|
2020
Q4 | $350K | Sell |
6,313
-124
| -2% | -$6.88K | 0.01% | 220 |
|
|
2020
Q3 | $303K | Sell |
6,437
-44
| -0.7% | -$2.07K | 0.01% | 198 |
|
|
2020
Q2 | $264K | Buy |
6,481
+4,275
| +194% | +$174K | 0.01% | 207 |
|
|
2020
Q1 | $64K | Hold |
2,206
| – | – | ﹤0.01% | 366 |
|
|
2019
Q4 | $121K | Buy |
2,206
+305
| +16% | +$16.7K | ﹤0.01% | 251 |
|
|
2019
Q3 | $91K | Buy |
1,901
+28
| +1% | +$1.34K | ﹤0.01% | 247 |
|
|
2019
Q2 | $92K | Buy |
+1,873
| New | +$92K | ﹤0.01% | 245 |
|