First Dallas Securities’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-11,400
Closed -$304K 121
2024
Q4
$304K Buy
11,400
+3,450
+43% +$92K 0.12% 106
2024
Q3
$263K Buy
+7,950
New +$263K 0.11% 112