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 |
|