Cerity Partners’s Daily Journal DJCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.06M | Sell |
4,868
-12
| -0.2% | -$5.07K | ﹤0.01% | 1204 |
|
|
2025
Q1 | $1.94M | Buy |
4,880
+18
| +0.4% | +$7.16K | ﹤0.01% | 1136 |
|
|
2024
Q4 | $2.76M | Buy |
4,862
+1
| +0% | +$568 | 0.01% | 967 |
|
|
2024
Q3 | $2.38M | Buy |
4,861
+5
| +0.1% | +$2.45K | 0.01% | 1012 |
|
|
2024
Q2 | $1.92M | Hold |
4,856
| – | – | 0.01% | 925 |
|
|
2024
Q1 | $1.76M | Hold |
4,856
| – | – | ﹤0.01% | 1033 |
|
|
2023
Q4 | $1.66M | Hold |
4,856
| – | – | 0.01% | 819 |
|
|
2023
Q3 | $1.43M | Hold |
4,856
| – | – | 0.01% | 661 |
|
|
2023
Q2 | $1.4M | Hold |
4,856
| – | – | 0.01% | 820 |
|
|
2023
Q1 | $1.38M | Hold |
4,856
| – | – | ﹤0.01% | 846 |
|
|
2022
Q4 | $1.22M | Buy |
+4,856
| New | +$1.22M | 0.01% | 647 |
|