DWM
Drive Wealth Management’s Robinhood HOOD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-15,733
| Closed | -$655K | – | 356 |
|
|
2025
Q1 | $655K | Buy |
+15,733
| New | +$655K | 0.15% | 115 |
|
|
2024
Q1 | – | Sell |
-14,362
| Closed | -$183K | – | 330 |
|
|
2023
Q4 | $183K | Sell |
14,362
-8,977
| -38% | -$114K | 0.06% | 276 |
|
|
2023
Q3 | $229K | Hold |
23,339
| – | – | 0.08% | 220 |
|
|
2023
Q2 | $233K | Hold |
23,339
| – | – | 0.09% | 218 |
|
|
2023
Q1 | $227K | Sell |
23,339
-1,347
| -5% | -$13.1K | 0.09% | 230 |
|
|
2022
Q4 | $201K | Sell |
24,686
-31
| -0.1% | -$252 | 0.1% | 223 |
|
|
2022
Q3 | $250K | Buy |
24,717
+31
| +0.1% | +$314 | 0.24% | 121 |
|
|
2022
Q2 | $203K | Hold |
24,686
| – | – | 0.19% | 146 |
|
|
2022
Q1 | $334K | Buy |
+24,686
| New | +$334K | 0.28% | 93 |
|