City Center Advisors LLC’s Deluxe DLX Stock Holding History

City Center Advisors LLC’s Portfolio DLX Stock Details DLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$222K	Sell	9,289 -284	-3%	-$7.39K	0.18%	156
2026 Q1	$264K	Sell	9,573 -301	-3%	-$7.87K	0.24%	123
2025 Q4	$221K	Sell	9,874 -1,466	-13%	-$29.5K	0.2%	149
2025 Q3	$220K	Sell	11,340 -1,097	-9%	-$20K	0.21%	148
2025 Q2	$198K	Buy	12,437 +1,540	+14%	+$23.2K	0.21%	159
2025 Q1	$172K	Sell	10,897 -2,086	-16%	-$39.5K	0.2%	150
2024 Q4	$293K	Sell	12,983 -3,662	-22%	-$78.7K	0.33%	119
2024 Q3	$324K	Buy	16,645 +506	+3%	+$10.6K	0.36%	104
2024 Q2	$332K	Hold	16,139	–	–	0.39%	100
2024 Q1	$332K	Buy	+16,139	New	+$321K	0.39%	100

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Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Security National Bank Omaha, Nebraska $838M AUM 39.07% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

Dogwood Wealth Management Lenexa, Kansas $253M AUM 19.41% 1-Year Est. Return