Cerity Partners’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
133,482
-1,252
| -0.9% | -$36.7K | 0.01% | 918 |
|
|
2025
Q1 | $3.21M | Buy |
134,734
+27,514
| +26% | +$656K | 0.01% | 909 |
|
|
2024
Q4 | $1.83M | Buy |
107,220
+8,839
| +9% | +$151K | ﹤0.01% | 1143 |
|
|
2024
Q3 | $1.7M | Buy |
98,381
+42,860
| +77% | +$742K | ﹤0.01% | 1163 |
|
|
2024
Q2 | $885K | Sell |
55,521
-13,331
| -19% | -$212K | ﹤0.01% | 1279 |
|
|
2024
Q1 | $1.09M | Buy |
68,852
+19,793
| +40% | +$312K | ﹤0.01% | 1238 |
|
|
2023
Q4 | $665K | Buy |
49,059
+6,277
| +15% | +$85.1K | ﹤0.01% | 1145 |
|
|
2023
Q3 | $470K | Sell |
42,782
-3,110
| -7% | -$34.2K | ﹤0.01% | 995 |
|
|
2023
Q2 | $483K | Buy |
45,892
+1,746
| +4% | +$18.4K | ﹤0.01% | 1199 |
|
|
2023
Q1 | $888K | Sell |
44,146
-104
| -0.2% | -$2.09K | ﹤0.01% | 1028 |
|
|
2022
Q4 | $510K | Buy |
44,250
+6,939
| +19% | +$79.9K | ﹤0.01% | 943 |
|
|
2022
Q3 | $276K | Buy |
37,311
+9,714
| +35% | +$71.9K | ﹤0.01% | 930 |
|
|
2022
Q2 | $241K | Buy |
+27,597
| New | +$241K | ﹤0.01% | 1006 |
|
|
2022
Q1 | – | Sell |
-29,947
| Closed | -$373K | – | 980 |
|
|
2021
Q4 | $373K | Buy |
+29,947
| New | +$373K | 0.01% | 703 |
|
|
2021
Q1 | – | Sell |
-12,800
| Closed | -$140K | – | 710 |
|
|
2020
Q4 | $140K | Sell |
12,800
-6,000
| -32% | -$65.6K | ﹤0.01% | 619 |
|
|
2020
Q3 | $158K | Buy |
18,800
+1,000
| +6% | +$8.4K | 0.01% | 474 |
|
|
2020
Q2 | $169K | Sell |
17,800
-111
| -0.6% | -$1.05K | 0.01% | 429 |
|
|
2020
Q1 | $115K | Hold |
17,911
| – | – | 0.01% | 421 |
|
|
2019
Q4 | $139K | Sell |
17,911
-2,009
| -10% | -$15.6K | 0.01% | 519 |
|
|
2019
Q3 | $149K | Buy |
19,920
+6,420
| +48% | +$48K | 0.01% | 463 |
|
|
2019
Q2 | $103K | Sell |
13,500
-3,005
| -18% | -$22.9K | 0.01% | 466 |
|
|
2019
Q1 | $134K | Buy |
16,505
+4,992
| +43% | +$40.5K | 0.01% | 516 |
|
|
2018
Q4 | $94K | Buy |
11,513
+1,361
| +13% | +$11.1K | 0.01% | 506 |
|
|
2018
Q3 | $115K | Buy |
+10,152
| New | +$115K | 0.01% | 521 |
|