Clearstead Trust’s Davis Select Financial ETF DFNL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-96	Closed	-$3.66K	–	879
2024 Q4	$3.66K	Hold	96	–	–	﹤0.01%	402
2024 Q3	$3.55K	Buy	+96	New	+$3.55K	﹤0.01%	385