D.A. Davidson & Co’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $645K | Buy |
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|
2025
Q3 | $584K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $528K | Buy |
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|
2024
Q4 | $482K | Sell |
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|
2024
Q3 | $469K | Buy |
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|
2024
Q2 | $384K | Buy |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $372K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $72K | Buy |
|