Fiduciary Group’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $438K | Sell |
16,544
-1,617
| -9% | -$42.8K | 0.04% | 207 |
|
2025
Q1 | $634K | Sell |
18,161
-1,914
| -10% | -$66.8K | 0.06% | 176 |
|
2024
Q4 | $806K | Sell |
20,075
-43,109
| -68% | -$1.73M | 0.08% | 165 |
|
2024
Q3 | $3.45M | Sell |
63,184
-2,279
| -3% | -$125K | 0.35% | 73 |
|
2024
Q2 | $3.47M | Sell |
65,463
-3,738
| -5% | -$198K | 0.37% | 71 |
|
2024
Q1 | $4.01M | Sell |
69,201
-915
| -1% | -$53K | 0.44% | 62 |
|
2023
Q4 | $3.85M | Buy |
70,116
+4,606
| +7% | +$253K | 0.45% | 61 |
|
2023
Q3 | $3.38M | Buy |
65,510
+3,073
| +5% | +$158K | 0.43% | 62 |
|
2023
Q2 | $3.33M | Buy |
62,437
+8,650
| +16% | +$461K | 0.41% | 64 |
|
2023
Q1 | $2.95M | Buy |
53,787
+2,734
| +5% | +$150K | 0.38% | 69 |
|
2022
Q4 | $2.57M | Buy |
51,053
+43,437
| +570% | +$2.19M | 0.34% | 73 |
|
2022
Q3 | $380K | Sell |
7,616
-20
| -0.3% | -$998 | 0.05% | 173 |
|
2022
Q2 | $422K | Hold |
7,636
| – | – | 0.05% | 170 |
|
2022
Q1 | $510K | Sell |
7,636
-42
| -0.5% | -$2.81K | 0.07% | 150 |
|
2021
Q4 | $435K | Sell |
7,678
-213
| -3% | -$12.1K | 0.05% | 170 |
|
2021
Q3 | $463K | Sell |
7,891
-300
| -4% | -$17.6K | 0.05% | 161 |
|
2021
Q2 | $500K | Sell |
8,191
-465
| -5% | -$28.4K | 0.06% | 156 |
|
2021
Q1 | $541K | Buy |
8,656
+60
| +0.7% | +$3.75K | 0.07% | 146 |
|
2020
Q4 | $496K | Sell |
8,596
-1,032
| -11% | -$59.5K | 0.07% | 146 |
|
2020
Q3 | $453K | Sell |
9,628
-395
| -4% | -$18.6K | 0.07% | 144 |
|
2020
Q2 | $409K | Sell |
10,023
-607
| -6% | -$24.8K | 0.07% | 144 |
|
2020
Q1 | $311K | Sell |
10,630
-565
| -5% | -$16.5K | 0.06% | 142 |
|
2019
Q4 | $613K | Sell |
11,195
-715
| -6% | -$39.2K | 0.1% | 123 |
|
2019
Q3 | $568K | Sell |
11,910
-7,237
| -38% | -$345K | 0.1% | 122 |
|
2019
Q2 | $944K | Buy |
+19,147
| New | +$944K | 0.17% | 90 |
|