Geneos Wealth Management’s Dillards DDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Sell |
263
-193
| -42% | -$80.6K | ﹤0.01% | 1217 |
|
|
2025
Q1 | $190K | Buy |
456
+376
| +470% | +$157K | ﹤0.01% | 1253 |
|
|
2024
Q4 | $34.5K | Sell |
80
-10
| -11% | -$4.32K | ﹤0.01% | 1472 |
|
|
2024
Q3 | $34.5K | Buy |
90
+46
| +105% | +$17.7K | ﹤0.01% | 1341 |
|
|
2024
Q2 | $19.4K | Hold |
44
| – | – | ﹤0.01% | 1362 |
|
|
2024
Q1 | $20.8K | Hold |
44
| – | – | ﹤0.01% | 1346 |
|
|
2023
Q4 | $17.8K | Buy |
+44
| New | +$17.8K | ﹤0.01% | 1398 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$9K | – | 2906 |
|
|
2021
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 2412 |
|
|
2020
Q4 | $9K | Sell |
100
-31
| -24% | -$2.79K | ﹤0.01% | 2246 |
|
|
2020
Q3 | $4K | Hold |
131
| – | – | ﹤0.01% | 2243 |
|
|
2020
Q2 | $3K | Hold |
131
| – | – | ﹤0.01% | 2269 |
|
|
2020
Q1 | $5K | Hold |
131
| – | – | ﹤0.01% | 2023 |
|
|
2019
Q4 | $9K | Hold |
131
| – | – | ﹤0.01% | 2000 |
|
|
2019
Q3 | $8K | Hold |
131
| – | – | ﹤0.01% | 1956 |
|
|
2019
Q2 | $8K | Hold |
131
| – | – | ﹤0.01% | 1968 |
|
|
2019
Q1 | $9K | Hold |
131
| – | – | ﹤0.01% | 1863 |
|
|
2018
Q4 | $7K | Hold |
131
| – | – | ﹤0.01% | 1873 |
|
|
2018
Q3 | $10K | Hold |
131
| – | – | ﹤0.01% | 1836 |
|
|
2018
Q2 | $12K | Hold |
131
| – | – | ﹤0.01% | 1632 |
|
|
2018
Q1 | $10K | Hold |
131
| – | – | ﹤0.01% | 1636 |
|
|
2017
Q4 | $7K | Sell |
131
-845
| -87% | -$45.2K | ﹤0.01% | 1728 |
|
|
2017
Q3 | $54K | Hold |
976
| – | – | 0.01% | 909 |
|
|
2017
Q2 | $56K | Hold |
976
| – | – | 0.01% | 877 |
|
|
2017
Q1 | $50K | Buy |
976
+945
| +3,048% | +$48.4K | 0.01% | 881 |
|
|
2016
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 1939 |
|