Annex Advisory Services’s Douglas Dynamics PLOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Hold |
10,255
| – | – | 0.01% | 252 |
|
|
2025
Q1 | $238K | Hold |
10,255
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $242K | Hold |
10,255
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $283K | Hold |
10,255
| – | – | 0.01% | 235 |
|
|
2024
Q2 | $240K | Hold |
10,255
| – | – | 0.01% | 247 |
|
|
2024
Q1 | $247K | Hold |
10,255
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $304K | Sell |
10,255
-40
| -0.4% | -$1.19K | 0.01% | 214 |
|
|
2023
Q3 | $311K | Hold |
10,295
| – | – | 0.02% | 186 |
|
|
2023
Q2 | $308K | Sell |
10,295
-483
| -4% | -$14.4K | 0.02% | 185 |
|
|
2023
Q1 | $344K | Sell |
10,778
-4,482
| -29% | -$143K | 0.02% | 174 |
|
|
2022
Q4 | $552K | Buy |
+15,260
| New | +$552K | 0.03% | 142 |
|