HBK Sorce Advisory’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.14M | Buy |
|
|||||
|
2025
Q2 | $972K | Buy |
|
|||||
|
2025
Q1 | $926K | Sell |
|
|||||
|
2024
Q4 | $1M | Buy |
|
|||||
|
2024
Q3 | $983K | Buy |
|
|||||
|
2024
Q2 | $889K | Sell |
|
|||||
|
2024
Q1 | $1.02M | Buy |
|
|||||
|
2023
Q4 | $867K | Sell |
|
|||||
|
2023
Q3 | $811K | Sell |
|
|||||
|
2023
Q2 | $840K | Buy |
|
|||||
|
2023
Q1 | $812K | Sell |
|
|||||
|
2022
Q4 | $1.64M | Buy |
|
|||||
|
2022
Q3 | $779K | Buy |
|
|||||
|
2022
Q2 | $469K | Sell |
|
|||||
|
2022
Q1 | $961K | Sell |
|
|||||
|
2021
Q4 | $1.02M | Buy |
|
|||||
|
2021
Q3 | $924K | Sell |
|
|||||
|
2021
Q2 | $998K | Buy |
|
|||||
|
2021
Q1 | $850K | Buy |
|
|||||
|
2020
Q4 | $653K | Sell |
|
|||||
|
2020
Q3 | $606K | Buy |
|
|||||
|
2020
Q2 | $563K | Buy |
|
|||||
|
2020
Q1 | $441K | Sell |
|
|||||
|
2019
Q4 | $604K | Buy |
|
|||||
|
2019
Q3 | $561K | Buy |
|
|||||
|
2019
Q2 | $527K | Sell |
|
|||||
|
2019
Q1 | $527K | Buy |
|
|||||
|
2018
Q4 | $419K | Sell |
|
|||||
|
2018
Q3 | $477K | Sell |
|
|||||
|
2018
Q2 | $443K | Sell |
|
|||||
|
2018
Q1 | $454K | Hold |
|
|||||
|
2017
Q4 | $466K | Buy |
|
|||||
|
2017
Q3 | $420K | Sell |
|
|||||
|
2017
Q2 | $405K | Buy |
|
|||||
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $420K | Sell |
|
|||||
|
2016
Q3 | $393K | Sell |
|
|||||
|
2016
Q2 | $419K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $287K | Sell |
|
|||||
|
2014
Q1 | $290K | Sell |
|
|||||
|
2013
Q4 | $322K | Buy |
|