Corient Private Wealth’s Dynex Capital DX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$150K Sell
11,769
-31,987
-73% -$440K ﹤0.01% 2619
2025
Q4
$613K Buy
+43,756
New +$591K ﹤0.01% 2195
2025
Q2
Sell
-20,396
Closed -$266K 2467
2025
Q1
$266K Sell
20,396
-3,243
-14% -$43.5K ﹤0.01% 1915
2024
Q4
$299K Sell
23,639
-4,264
-15% -$53.1K ﹤0.01% 1897
2024
Q3
$356K Buy
+27,903
New +$345K ﹤0.01% 1933
2024
Q1
Sell
-10,269
Closed -$129K 2298
2023
Q4
$129K Sell
10,269
-2,363
-19% -$27K ﹤0.01% 2131
2023
Q3
$151K Sell
12,632
-23,030
-65% -$292K ﹤0.01% 1971
2023
Q2
$449K Sell
35,662
-6,170
-15% -$72.1K ﹤0.01% 1502
2023
Q1
$507K Buy
41,832
+3,970
+10% +$53.1K ﹤0.01% 1377
2022
Q4
$482K Buy
+37,862
New +$469K ﹤0.01% 1154

Other funds holding DX