Creative Planning’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
18,586
+10,881
| +141% | +$671K | ﹤0.01% | 1731 |
|
|
2025
Q1 | $337K | Buy |
7,705
+7,633
| +10,601% | +$334K | ﹤0.01% | 2641 |
|
|
2024
Q4 | $4.52K | Buy |
+72
| New | +$4.52K | ﹤0.01% | 3398 |
|
|
2017
Q3 | – | Sell |
-690
| Closed | -$16K | – | 2265 |
|
|
2017
Q2 | $16K | Sell |
690
-500
| -42% | -$11.6K | ﹤0.01% | 3275 |
|
|
2017
Q1 | $23K | Sell |
1,190
-212
| -15% | -$4.1K | ﹤0.01% | 2999 |
|
|
2016
Q4 | $32K | Buy |
+1,402
| New | +$32K | ﹤0.01% | 2711 |
|