D.A. Davidson & Co’s Comerica CMA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $840K | Buy |
14,082
+386
| +3% | +$23K | 0.01% | 865 |
|
|
2025
Q1 | $809K | Sell |
13,696
-6,184
| -31% | -$365K | 0.01% | 847 |
|
|
2024
Q4 | $1.23M | Sell |
19,880
-1,916
| -9% | -$119K | 0.01% | 701 |
|
|
2024
Q3 | $1.31M | Buy |
21,796
+7
| +0% | +$419 | 0.01% | 679 |
|
|
2024
Q2 | $1.11M | Buy |
21,789
+1,844
| +9% | +$94.1K | 0.01% | 698 |
|
|
2024
Q1 | $1.1M | Buy |
19,945
+7,520
| +61% | +$414K | 0.01% | 706 |
|
|
2023
Q4 | $693K | Sell |
12,425
-100
| -0.8% | -$5.58K | 0.01% | 829 |
|
|
2023
Q3 | $520K | Buy |
12,525
+300
| +2% | +$12.5K | 0.01% | 893 |
|
|
2023
Q2 | $518K | Buy |
12,225
+5,600
| +85% | +$237K | 0.01% | 918 |
|
|
2023
Q1 | $288K | Buy |
6,625
+1,400
| +27% | +$60.8K | ﹤0.01% | 1092 |
|
|
2022
Q4 | $349K | Buy |
5,225
+1,233
| +31% | +$82.4K | ﹤0.01% | 982 |
|
|
2022
Q3 | $284K | Buy |
+3,992
| New | +$284K | ﹤0.01% | 1028 |
|
|
2021
Q4 | – | Sell |
-4,325
| Closed | -$348K | – | 1269 |
|
|
2021
Q3 | $348K | Buy |
+4,325
| New | +$348K | ﹤0.01% | 952 |
|
|
2017
Q3 | – | Sell |
-375
| Closed | -$27K | – | 1238 |
|
|
2017
Q2 | $27K | Buy |
375
+300
| +400% | +$21.6K | ﹤0.01% | 1729 |
|
|
2017
Q1 | $5K | Sell |
75
-28
| -27% | -$1.87K | ﹤0.01% | 2164 |
|
|
2016
Q4 | $6K | Buy |
+103
| New | +$6K | ﹤0.01% | 2214 |
|
|
2014
Q1 | – | Sell |
-147
| Closed | -$6K | – | 2109 |
|
|
2013
Q4 | $6K | Sell |
147
-193
| -57% | -$7.88K | ﹤0.01% | 1815 |
|
|
2013
Q3 | $13K | Hold |
340
| – | – | ﹤0.01% | 1414 |
|
|
2013
Q2 | $13K | Buy |
+340
| New | +$13K | ﹤0.01% | 1389 |
|