Callahan Advisors’s Dycom Industries DY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.52M Sell
34,861
-1,065
-3% -$260K 0.77% 42
2025
Q1
$5.47M Buy
35,926
+4,478
+14% +$682K 0.52% 55
2024
Q4
$5.47M Buy
31,448
+316
+1% +$55K 0.52% 52
2024
Q3
$6.14M Sell
31,132
-609
-2% -$120K 0.6% 51
2024
Q2
$5.36M Buy
31,741
+1,208
+4% +$204K 0.56% 52
2024
Q1
$4.38M Buy
30,533
+7,876
+35% +$1.13M 0.46% 57
2023
Q4
$2.61M Buy
22,657
+8,277
+58% +$953K 0.3% 70
2023
Q3
$1.28M Buy
+14,380
New +$1.28M 0.16% 84
2019
Q1
Sell
-14,170
Closed -$766K 136
2018
Q4
$766K Sell
14,170
-6,660
-32% -$360K 0.16% 93
2018
Q3
$1.76M Sell
20,830
-33,760
-62% -$2.86M 0.33% 67
2018
Q2
$5.16M Sell
54,590
-1,860
-3% -$176K 1.02% 38
2018
Q1
$6.08M Sell
56,450
-4,080
-7% -$439K 1.25% 34
2017
Q4
$6.75M Buy
60,530
+1,170
+2% +$130K 1.34% 32
2017
Q3
$5.1M Buy
59,360
+1,800
+3% +$155K 1.07% 41
2017
Q2
$5.15M Buy
57,560
+6,955
+14% +$623K 1.12% 39
2017
Q1
$4.7M Buy
50,605
+3,545
+8% +$330K 1.06% 38
2016
Q4
$3.78M Buy
47,060
+2,575
+6% +$207K 0.91% 42
2016
Q3
$3.64M Buy
44,485
+6,920
+18% +$566K 0.91% 44
2016
Q2
$3.37M Buy
37,565
+20,320
+118% +$1.82M 0.89% 45
2016
Q1
$1.12M Buy
+17,245
New +$1.12M 0.31% 63