Fortis Advisors’s Dolphin Entertainment DLPN Stock Holding History

Fortis Advisors’s Portfolio DLPN Stock Details DLPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,000	Closed	-$21.4K	–	113
2024 Q4	$21.4K	Hold	20,000	–	–	0.01%	106
2024 Q3	$25.2K	Hold	20,000	–	–	0.02%	104
2024 Q2	$37.7K	Hold	20,000	–	–	0.03%	96
2024 Q1	$58.4K	Hold	20,000	–	–	0.04%	95
2023 Q4	$68.4K	Hold	20,000	–	–	0.05%	86
2023 Q3	$72K	Hold	20,000	–	–	0.05%	86
2023 Q2	$68.8K	Hold	20,000	–	–	0.05%	82
2023 Q1	$72.4K	Hold	20,000	–	–	0.05%	143
2022 Q4	$72.4K	Hold	20,000	–	–	0.06%	139
2022 Q3	$106K	Hold	20,000	–	–	0.08%	114
2022 Q2	$126K	Hold	20,000	–	–	0.08%	111
2022 Q1	$208K	Hold	20,000	–	–	0.11%	101
2021 Q4	$341K	Hold	20,000	–	–	0.2%	74
2021 Q3	$486K	Hold	20,000	–	–	0.3%	50
2021 Q2	$374K	Buy	20,000 +8,000	+67%	+$155K	0.22%	70
2021 Q1	$305K	Buy	+12,000	New	+$139K	0.22%	64

Other funds holding DLPN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HWM

Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortis Advisors's DLPN Position: Q1 2025 in Review

Fortis Advisors sold out of Dolphin Entertainment (DLPN) in Q1 2025, closing a stake of 20,000 shares — an estimated $21.4K sold.

Fortis Advisors first reported a position in DLPN in Q1 2021 and held it in 16 quarters. The position peaked at $486K in Q3 2021. 15 funds tracked by Wall St. Rank hold DLPN as of Q1 2025.

Fortis Advisors reported no remaining Dolphin Entertainment position as of Q1 2025 after selling out during the quarter.
Fortis Advisors sold 20,000 Dolphin Entertainment shares in Q1 2025, an estimated $21.4K.
Fortis Advisors first reported a position in Dolphin Entertainment in Q1 2021 and held it in 16 quarters.
Fortis Advisors's Dolphin Entertainment position peaked at $486K in Q3 2021.
15 funds tracked by Wall St. Rank held Dolphin Entertainment as of Q1 2025.

Based on Fortis Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.