Equitable Trust’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $907K | Buy |
7,390
+2,773
| +60% | +$340K | 0.05% | 242 |
|
|
2025
Q1 | $557K | Buy |
4,617
+48
| +1% | +$5.79K | 0.03% | 292 |
|
|
2024
Q4 | $592K | Buy |
4,569
+75
| +2% | +$9.72K | 0.03% | 289 |
|
|
2024
Q3 | $508K | Buy |
4,494
+97
| +2% | +$11K | 0.03% | 314 |
|
|
2024
Q2 | $402K | Hold |
4,397
| – | – | 0.03% | 336 |
|
|
2024
Q1 | $424K | Hold |
4,397
| – | – | 0.03% | 325 |
|
|
2023
Q4 | $367K | Sell |
4,397
-56
| -1% | -$4.67K | 0.03% | 323 |
|
|
2023
Q3 | $337K | Buy |
4,453
+1,096
| +33% | +$83K | 0.03% | 322 |
|
|
2023
Q2 | $265K | Hold |
3,357
| – | – | 0.02% | 354 |
|
|
2023
Q1 | $290K | Hold |
3,357
| – | – | 0.02% | 342 |
|
|
2022
Q4 | $271K | Sell |
3,357
-3,006
| -47% | -$243K | 0.02% | 347 |
|
|
2022
Q3 | $523K | Buy |
6,363
+1,230
| +24% | +$101K | 0.04% | 243 |
|
|
2022
Q2 | $563K | Buy |
5,133
+1,712
| +50% | +$188K | 0.04% | 239 |
|
|
2022
Q1 | $325K | Buy |
3,421
+1,126
| +49% | +$107K | 0.02% | 312 |
|
|
2021
Q4 | $259K | Buy |
2,295
+146
| +7% | +$16.5K | 0.02% | 334 |
|
|
2021
Q3 | $203K | Buy |
2,149
+40
| +2% | +$3.78K | 0.01% | 350 |
|
|
2021
Q2 | $219K | Buy |
+2,109
| New | +$219K | 0.01% | 344 |
|