Dean Investment Associates’s Factset FDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $811K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $200K | Sell |
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|
2024
Q4 | $239K | Sell |
|
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $394K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $437K | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $440K | Sell |
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|
2022
Q4 | $467K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $455K | Sell |
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|
2022
Q1 | $532K | Sell |
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|
2021
Q4 | $650K | Sell |
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|
2021
Q3 | $538K | Buy |
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|
2021
Q2 | $413K | Buy |
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