AssetMark Inc’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
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|
2025
Q1 | $1.76M | Sell |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $2.95M | Buy |
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|
2024
Q2 | $2.47M | Buy |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $2.24M | Buy |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $1.52M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $2.16M | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $758K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Sell |
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|
2017
Q4 | $0 | Buy |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Buy |
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