DLA
Douglas Lane & Associates’s Broadridge BR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
60,735
-1,740
| -3% | -$423K | 0.21% | 110 |
|
|
2025
Q1 | $15.1M | Sell |
62,475
-3,348
| -5% | -$812K | 0.22% | 110 |
|
|
2024
Q4 | $14.9M | Sell |
65,823
-2,333
| -3% | -$527K | 0.21% | 110 |
|
|
2024
Q3 | $14.7M | Sell |
68,156
-7,659
| -10% | -$1.65M | 0.2% | 106 |
|
|
2024
Q2 | $14.9M | Sell |
75,815
-23,617
| -24% | -$4.65M | 0.21% | 107 |
|
|
2024
Q1 | $20.4M | Sell |
99,432
-9,595
| -9% | -$1.97M | 0.29% | 97 |
|
|
2023
Q4 | $22.4M | Sell |
109,027
-22,372
| -17% | -$4.6M | 0.35% | 89 |
|
|
2023
Q3 | $23.5M | Sell |
131,399
-19,374
| -13% | -$3.47M | 0.39% | 88 |
|
|
2023
Q2 | $25M | Sell |
150,773
-15,969
| -10% | -$2.64M | 0.4% | 87 |
|
|
2023
Q1 | $24.4M | Sell |
166,742
-23,437
| -12% | -$3.44M | 0.41% | 88 |
|
|
2022
Q4 | $25.5M | Sell |
190,179
-59,503
| -24% | -$7.98M | 0.43% | 85 |
|
|
2022
Q3 | $36M | Sell |
249,682
-26,947
| -10% | -$3.89M | 0.67% | 60 |
|
|
2022
Q2 | $39.4M | Sell |
276,629
-311
| -0.1% | -$44.3K | 0.67% | 63 |
|
|
2022
Q1 | $43.1M | Sell |
276,940
-13,767
| -5% | -$2.14M | 0.61% | 70 |
|
|
2021
Q4 | $53.1M | Sell |
290,707
-29,380
| -9% | -$5.37M | 0.71% | 57 |
|
|
2021
Q3 | $53.3M | Buy |
320,087
+575
| +0.2% | +$95.8K | 0.76% | 52 |
|
|
2021
Q2 | $51.6M | Buy |
319,512
+5,861
| +2% | +$947K | 0.72% | 54 |
|
|
2021
Q1 | $48M | Buy |
313,651
+27,274
| +10% | +$4.18M | 0.74% | 55 |
|
|
2020
Q4 | $43.9M | Buy |
286,377
+32,955
| +13% | +$5.05M | 0.73% | 52 |
|
|
2020
Q3 | $33.5M | Buy |
253,422
+74,082
| +41% | +$9.78M | 0.66% | 55 |
|
|
2020
Q2 | $22.6M | Buy |
179,340
+101,738
| +131% | +$12.8M | 0.49% | 70 |
|
|
2020
Q1 | $7.36M | Buy |
+77,602
| New | +$7.36M | 0.19% | 99 |
|