Geneos Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Sell |
249
-390
| -61% | -$24K | ﹤0.01% | 2151 |
|
|
2025
Q1 | $27.9K | Buy |
639
+482
| +307% | +$21.1K | ﹤0.01% | 2186 |
|
|
2024
Q4 | $9.85K | Hold |
157
| – | – | ﹤0.01% | 2059 |
|
|
2024
Q3 | $10.3K | Buy |
+157
| New | +$10.3K | ﹤0.01% | 1830 |
|
|
2022
Q3 | – | Sell |
-179
| Closed | -$5K | – | 2145 |
|
|
2022
Q2 | $5K | Hold |
179
| – | – | ﹤0.01% | 2168 |
|
|
2022
Q1 | $5K | Hold |
179
| – | – | ﹤0.01% | 2319 |
|
|
2021
Q4 | $8K | Hold |
179
| – | – | ﹤0.01% | 2259 |
|
|
2021
Q3 | $6K | Hold |
179
| – | – | ﹤0.01% | 2380 |
|
|
2021
Q2 | $5K | Hold |
179
| – | – | ﹤0.01% | 2435 |
|
|
2021
Q1 | $5K | Hold |
179
| – | – | ﹤0.01% | 2641 |
|
|
2020
Q4 | $4K | Hold |
179
| – | – | ﹤0.01% | 2529 |
|
|
2020
Q3 | $2K | Hold |
179
| – | – | ﹤0.01% | 2397 |
|
|
2020
Q2 | $1K | Buy |
+179
| New | +$1K | ﹤0.01% | 2443 |
|
|
2020
Q1 | – | Sell |
-167
| Closed | -$1K | – | 2508 |
|
|
2019
Q4 | $1K | Hold |
167
| – | – | ﹤0.01% | 2451 |
|
|
2019
Q3 | $2K | Hold |
167
| – | – | ﹤0.01% | 2290 |
|
|
2019
Q2 | $2K | Hold |
167
| – | – | ﹤0.01% | 2301 |
|
|
2019
Q1 | $2K | Buy |
+167
| New | +$2K | ﹤0.01% | 2226 |
|
|
2017
Q2 | – | Sell |
-62
| Closed | -$1K | – | 2089 |
|
|
2017
Q1 | $1K | Sell |
62
-2
| -3% | -$32 | ﹤0.01% | 1971 |
|
|
2016
Q4 | $1K | Buy |
+64
| New | +$1K | ﹤0.01% | 1940 |
|