CAPTRUST Financial Advisors’s Dorman Products DORM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Buy |
3,198
+464
| +17% | +$56.9K | ﹤0.01% | 1883 |
|
|
2025
Q1 | $330K | Buy |
2,734
+831
| +44% | +$100K | ﹤0.01% | 1885 |
|
|
2024
Q4 | $247K | Buy |
1,903
+79
| +4% | +$10.2K | ﹤0.01% | 2026 |
|
|
2024
Q3 | $206K | Buy |
+1,824
| New | +$206K | ﹤0.01% | 2114 |
|
|
2022
Q3 | – | Sell |
-2,084
| Closed | -$229K | – | 2579 |
|
|
2022
Q2 | $229K | Buy |
2,084
+122
| +6% | +$13.4K | ﹤0.01% | 1600 |
|
|
2022
Q1 | $186K | Buy |
1,962
+383
| +24% | +$36.3K | ﹤0.01% | 1780 |
|
|
2021
Q4 | $178K | Buy |
1,579
+170
| +12% | +$19.2K | ﹤0.01% | 1721 |
|
|
2021
Q3 | $133K | Sell |
1,409
-14
| -1% | -$1.32K | ﹤0.01% | 1846 |
|
|
2021
Q2 | $148K | Sell |
1,423
-17
| -1% | -$1.77K | ﹤0.01% | 1740 |
|
|
2021
Q1 | $148K | Buy |
1,440
+1,395
| +3,100% | +$143K | ﹤0.01% | 1692 |
|
|
2020
Q4 | $4K | Buy |
45
+5
| +13% | +$444 | ﹤0.01% | 2904 |
|
|
2020
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 2581 |
|
|
2019
Q4 | – | Sell |
-299
| Closed | -$24K | – | 1208 |
|
|
2019
Q3 | $24K | Sell |
299
-121
| -29% | -$9.71K | ﹤0.01% | 1247 |
|
|
2019
Q2 | $37K | Sell |
420
-12
| -3% | -$1.06K | ﹤0.01% | 1081 |
|
|
2019
Q1 | $38K | Buy |
432
+20
| +5% | +$1.76K | ﹤0.01% | 982 |
|
|
2018
Q4 | $37K | Buy |
412
+196
| +91% | +$17.6K | ﹤0.01% | 857 |
|
|
2018
Q3 | $17K | Sell |
216
-124
| -36% | -$9.76K | ﹤0.01% | 1060 |
|
|
2018
Q2 | $23K | Sell |
340
-54
| -14% | -$3.65K | ﹤0.01% | 909 |
|
|
2018
Q1 | $26K | Sell |
394
-19
| -5% | -$1.25K | ﹤0.01% | 744 |
|
|
2017
Q4 | $25K | Buy |
+413
| New | +$25K | ﹤0.01% | 728 |
|