Focus Partners Wealth’s Deluxe DLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-10,599
Closed -$168K 2051
2025
Q1
$168K Sell
10,599
-3,032
-22% -$47.9K ﹤0.01% 1761
2024
Q4
$308K Buy
13,631
+1,465
+12% +$33.1K ﹤0.01% 1525
2024
Q3
$237K Buy
+12,166
New +$237K ﹤0.01% 1379