Corient Private Wealth’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $724K | Sell |
24,741
-275
| -1% | -$8.05K | ﹤0.01% | 1589 |
|
|
2025
Q1 | $596K | Sell |
25,016
-75,978
| -75% | -$1.81M | ﹤0.01% | 1512 |
|
|
2024
Q4 | $1.72M | Sell |
100,994
-17,468
| -15% | -$298K | ﹤0.01% | 1056 |
|
|
2024
Q3 | $2.05M | Buy |
118,462
+21,565
| +22% | +$373K | ﹤0.01% | 1062 |
|
|
2024
Q2 | $1.54M | Sell |
96,897
-1,237
| -1% | -$19.7K | ﹤0.01% | 1143 |
|
|
2024
Q1 | $1.55M | Buy |
98,134
+28,944
| +42% | +$456K | ﹤0.01% | 1154 |
|
|
2023
Q4 | $938K | Sell |
69,190
-32,771
| -32% | -$444K | ﹤0.01% | 1310 |
|
|
2023
Q3 | $1.12M | Buy |
101,961
+75,904
| +291% | +$835K | ﹤0.01% | 1145 |
|
|
2023
Q2 | $271K | Sell |
26,057
-75,449
| -74% | -$786K | ﹤0.01% | 1737 |
|
|
2023
Q1 | $1.04M | Buy |
101,506
+84,225
| +487% | +$860K | ﹤0.01% | 1070 |
|
|
2022
Q4 | $199K | Buy |
+17,281
| New | +$199K | ﹤0.01% | 1492 |
|