Cerity Partners’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
56,412
+9,562
| +20% | +$152K | ﹤0.01% | 1563 |
|
|
2025
Q1 | $741K | Sell |
46,850
-2,637
| -5% | -$41.7K | ﹤0.01% | 1558 |
|
|
2024
Q4 | $965K | Sell |
49,487
-759
| -2% | -$14.8K | ﹤0.01% | 1430 |
|
|
2024
Q3 | $979K | Buy |
50,246
+12,992
| +35% | +$253K | ﹤0.01% | 1402 |
|
|
2024
Q2 | $837K | Sell |
37,254
-20,128
| -35% | -$452K | ﹤0.01% | 1308 |
|
|
2024
Q1 | $1.18M | Buy |
+57,382
| New | +$1.18M | ﹤0.01% | 1204 |
|
|
2018
Q2 | – | Sell |
-4,021
| Closed | -$298K | – | 546 |
|
|
2018
Q1 | $298K | Buy |
4,021
+1,183
| +42% | +$87.7K | 0.02% | 436 |
|
|
2017
Q4 | $218K | Hold |
2,838
| – | – | 0.01% | 515 |
|
|
2017
Q3 | $207K | Sell |
2,838
-27,705
| -91% | -$2.02M | 0.01% | 531 |
|
|
2017
Q2 | $1.64M | Buy |
30,543
+26,655
| +686% | +$1.43M | 0.14% | 136 |
|
|
2017
Q1 | $281K | Buy |
+3,888
| New | +$281K | 0.02% | 353 |
|