Atria Wealth Solutions’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 | $967K | Buy |
62,055
+8,816
| +17% | +$137K | 0.02% | 647 |
|
|
2025
Q1 | $857K | Sell |
53,239
-24,878
| -32% | -$401K | 0.01% | 944 |
|
|
2024
Q4 | $1.24M | Buy |
78,117
+15,045
| +24% | +$238K | 0.01% | 837 |
|
|
2024
Q3 | $1.05M | Buy |
63,072
+18,055
| +40% | +$300K | 0.01% | 891 |
|
|
2024
Q2 | $710K | Buy |
45,017
+866
| +2% | +$13.7K | 0.01% | 1042 |
|
|
2024
Q1 | $704K | Buy |
44,151
+4,621
| +12% | +$73.7K | 0.01% | 1068 |
|
|
2023
Q4 | $588K | Buy |
39,530
+10,213
| +35% | +$152K | 0.01% | 1121 |
|
|
2023
Q3 | $432K | Sell |
29,317
-11,437
| -28% | -$168K | 0.01% | 1192 |
|
|
2023
Q2 | $592K | Buy |
40,754
+26,508
| +186% | +$385K | 0.01% | 1068 |
|
|
2023
Q1 | $199K | Sell |
14,246
-930
| -6% | -$13K | ﹤0.01% | 1671 |
|
|
2022
Q4 | $199K | Buy |
15,176
+161
| +1% | +$2.11K | ﹤0.01% | 1608 |
|
|
2022
Q3 | $204K | Sell |
15,015
-4,527
| -23% | -$61.6K | ﹤0.01% | 1535 |
|
|
2022
Q2 | $280K | Buy |
19,542
+2,578
| +15% | +$36.9K | 0.01% | 1226 |
|
|
2022
Q1 | $284K | Buy |
+16,964
| New | +$284K | ﹤0.01% | 1348 |
|