Creative Planning’s Dime Community Bancshares DCOM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$518K Buy
19,223
+6,689
+53% +$180K ﹤0.01% 2436
2025
Q1
$349K Sell
12,534
-660
-5% -$18.4K ﹤0.01% 2606
2024
Q4
$406K Buy
13,194
+4,747
+56% +$146K ﹤0.01% 2415
2024
Q3
$243K Buy
+8,447
New +$243K ﹤0.01% 2697
2024
Q1
Sell
-8,688
Closed -$234K 2876
2023
Q4
$234K Buy
8,688
+8,568
+7,140% +$231K ﹤0.01% 2287
2023
Q3
$2.4K Buy
+120
New +$2.4K ﹤0.01% 2736
2017
Q3
Sell
-1,441
Closed -$48K 2258
2017
Q2
$48K Hold
1,441
﹤0.01% 2518
2017
Q1
$50K Sell
1,441
-500
-26% -$17.3K ﹤0.01% 2453
2016
Q4
$74K Buy
1,941
+500
+35% +$19.1K ﹤0.01% 2053
2016
Q3
$41K Hold
1,441
﹤0.01% 2496
2016
Q2
$41K Hold
1,441
﹤0.01% 2268
2016
Q1
$44K Hold
1,441
﹤0.01% 2174
2015
Q4
$44K Hold
1,441
﹤0.01% 2185
2015
Q3
$38K Buy
+1,441
New +$38K ﹤0.01% 2232