Cresset Asset Management’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
63,493
+7,790
| +14% | +$480K | 0.02% | 402 |
|
|
2025
Q1 | $2.43M | Sell |
55,703
-534
| -0.9% | -$23.3K | 0.01% | 477 |
|
|
2024
Q4 | $3.53M | Sell |
56,237
-57,090
| -50% | -$3.58M | 0.02% | 404 |
|
|
2024
Q3 | $7.46M | Buy |
113,327
+179
| +0.2% | +$11.8K | 0.03% | 367 |
|
|
2024
Q2 | $6.75M | Buy |
113,148
+8,138
| +8% | +$485K | 0.03% | 358 |
|
|
2024
Q1 | $6.51M | Buy |
105,010
+51,405
| +96% | +$3.19M | 0.03% | 332 |
|
|
2023
Q4 | $3.34M | Sell |
53,605
-72
| -0.1% | -$4.49K | 0.02% | 407 |
|
|
2023
Q3 | $3.02M | Buy |
53,677
+72
| +0.1% | +$4.05K | 0.01% | 410 |
|
|
2023
Q2 | $2.44M | Buy |
53,605
+2,178
| +4% | +$99.2K | ﹤0.01% | 463 |
|
|
2023
Q1 | $2.1M | Sell |
51,427
-31
| -0.1% | -$1.27K | 0.04% | 224 |
|
|
2022
Q4 | $3.1K | Sell |
51,458
-175
| -0.3% | -$11 | ﹤0.01% | 712 |
|
|
2022
Q3 | $1.91M | Sell |
51,633
-68
| -0.1% | -$2.51K | 0.02% | 218 |
|
|
2022
Q2 | $1.51M | Buy |
+51,701
| New | +$1.51M | 0.02% | 276 |
|
|
2019
Q2 | – | Sell |
-76
| Closed | -$1K | – | 772 |
|
|
2019
Q1 | $1K | Hold |
76
| – | – | ﹤0.01% | 1781 |
|
|
2018
Q4 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 1480 |
|