Dakota Wealth Management’s Q2 Holdings QTWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$314K Buy
3,350
+123
+4% +$11.5K 0.01% 604
2025
Q1
$258K Sell
3,227
-12,803
-80% -$1.02M 0.01% 651
2024
Q4
$1.61M Buy
16,030
+10,498
+190% +$1.06M 0.04% 289
2024
Q3
$441K Buy
5,532
+1,626
+42% +$130K 0.01% 522
2024
Q2
$236K Sell
3,906
-152
-4% -$9.17K 0.01% 629
2024
Q1
$213K Buy
+4,058
New +$213K 0.01% 660