Cerity Partners’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.25M | Buy |
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|
2025
Q2 | $898K | Buy |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $965K | Sell |
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|
2024
Q3 | $979K | Buy |
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|
2024
Q2 | $837K | Sell |
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|
2024
Q1 | $1.18M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $298K | Buy |
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|
2017
Q4 | $218K | Hold |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $1.64M | Buy |
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|
2017
Q1 | $281K | Buy |
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