DM
Delphi Management’s Sanmina SANM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
15,944
-1,265
| -7% | -$124K | 1.51% | 13 |
|
|
2025
Q1 | $1.31M | Buy |
17,209
+8,739
| +103% | +$666K | 1.34% | 40 |
|
|
2024
Q4 | $641K | Sell |
8,470
-384
| -4% | -$29.1K | 0.62% | 69 |
|
|
2024
Q3 | $606K | Sell |
8,854
-1,607
| -15% | -$110K | 0.55% | 73 |
|
|
2024
Q2 | $693K | Buy |
10,461
+529
| +5% | +$35K | 0.57% | 73 |
|
|
2024
Q1 | $618K | Buy |
9,932
+322
| +3% | +$20K | 0.48% | 80 |
|
|
2023
Q4 | $494K | Sell |
9,610
-13,913
| -59% | -$715K | 0.45% | 77 |
|
|
2023
Q3 | $1.28M | Sell |
23,523
-138
| -0.6% | -$7.49K | 1.31% | 34 |
|
|
2023
Q2 | $1.43M | Buy |
+23,661
| New | +$1.43M | 1.48% | 6 |
|
|
2021
Q4 | – | Sell |
-6,965
| Closed | -$268K | – | 105 |
|
|
2021
Q3 | $268K | Sell |
6,965
-935
| -12% | -$36K | 0.28% | 93 |
|
|
2021
Q2 | $308K | Buy |
+7,900
| New | +$308K | 0.29% | 96 |
|
|
2019
Q3 | $1.48M | Buy |
46,085
+1,093
| +2% | +$35.1K | 1.44% | 9 |
|
|
2019
Q2 | $1.36M | Buy |
44,992
+10,170
| +29% | +$308K | 1.22% | 42 |
|
|
2019
Q1 | $1.01M | Buy |
+34,822
| New | +$1.01M | 0.93% | 62 |
|
|
2018
Q1 | – | Sell |
-66,444
| Closed | -$2.19M | – | 89 |
|
|
2017
Q4 | $2.19M | Sell |
66,444
-138
| -0.2% | -$4.56K | 1.25% | 51 |
|
|
2017
Q3 | $2.47M | Buy |
66,582
+205
| +0.3% | +$7.62K | 1.38% | 28 |
|
|
2017
Q2 | $2.53M | Buy |
66,377
+3,677
| +6% | +$140K | 1.4% | 17 |
|
|
2017
Q1 | $2.55M | Sell |
62,700
-12,966
| -17% | -$526K | 1.45% | 25 |
|
|
2016
Q4 | $2.77M | Sell |
75,666
-8,713
| -10% | -$319K | 1.62% | 2 |
|
|
2016
Q3 | $2.4M | Buy |
84,379
+22,230
| +36% | +$633K | 1.5% | 12 |
|
|
2016
Q2 | $1.67M | Buy |
+62,149
| New | +$1.67M | 1.07% | 57 |
|