HBK Sorce Advisory’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
15,534
+7,204
| +86% | +$191K | 0.01% | 380 |
|
|
2025
Q1 | $291K | Buy |
8,330
+1,330
| +19% | +$46.4K | 0.01% | 455 |
|
|
2024
Q4 | $281K | Sell |
7,000
-753
| -10% | -$30.2K | 0.01% | 467 |
|
|
2024
Q3 | $424K | Buy |
7,753
+277
| +4% | +$15.1K | 0.01% | 376 |
|
|
2024
Q2 | $397K | Sell |
7,476
-164
| -2% | -$8.7K | 0.01% | 374 |
|
|
2024
Q1 | $443K | Sell |
7,640
-1,209
| -14% | -$70K | 0.02% | 363 |
|
|
2023
Q4 | $485K | Sell |
8,849
-41
| -0.5% | -$2.25K | 0.02% | 318 |
|
|
2023
Q3 | $458K | Sell |
8,890
-308
| -3% | -$15.9K | 0.02% | 322 |
|
|
2023
Q2 | $490K | Sell |
9,198
-937
| -9% | -$49.9K | 0.02% | 331 |
|
|
2023
Q1 | $556K | Buy |
+10,135
| New | +$556K | 0.03% | 303 |
|