Clearstead Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12K | Sell |
162
-367
| -69% | -$27.3K | ﹤0.01% | 1823 |
|
|
2025
Q1 | $42.5K | Buy |
529
+302
| +133% | +$24.3K | ﹤0.01% | 1210 |
|
|
2024
Q4 | $17.7K | Sell |
227
-37
| -14% | -$2.89K | ﹤0.01% | 1421 |
|
|
2024
Q3 | $20.2K | Sell |
264
-2,622
| -91% | -$201K | ﹤0.01% | 1411 |
|
|
2024
Q2 | $229K | Buy |
2,886
+2,693
| +1,395% | +$213K | ﹤0.01% | 780 |
|
|
2024
Q1 | $15.9K | Sell |
193
-20
| -9% | -$1.64K | ﹤0.01% | 977 |
|
|
2023
Q4 | $18.4K | Buy |
213
+113
| +113% | +$9.74K | ﹤0.01% | 961 |
|
|
2023
Q3 | $7.93K | Buy |
100
+80
| +400% | +$6.34K | ﹤0.01% | 1148 |
|
|
2023
Q2 | $1.67K | Sell |
20
-20
| -50% | -$1.67K | ﹤0.01% | 1189 |
|
|
2023
Q1 | $3.42K | Buy |
+40
| New | +$3.42K | ﹤0.01% | 1067 |
|
|
2021
Q3 | – | Sell |
-26
| Closed | -$3K | – | 1308 |
|
|
2021
Q2 | $3K | Buy |
+26
| New | +$3K | ﹤0.01% | 957 |
|