HighTower Advisors’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
Q1 | – | Sell |
-7,728
| Closed | -$485K | – | 3542 |
|
|
2024
Q4 | $485K | Sell |
7,728
-6,398
| -45% | -$401K | ﹤0.01% | 2476 |
|
|
2024
Q3 | $931K | Sell |
14,126
-31
| -0.2% | -$2.04K | ﹤0.01% | 1962 |
|
|
2024
Q2 | $838K | Sell |
14,157
-1,924
| -12% | -$114K | ﹤0.01% | 1946 |
|
|
2024
Q1 | $976K | Sell |
16,081
-29,676
| -65% | -$1.8M | ﹤0.01% | 1812 |
|
|
2023
Q4 | $2.85M | Sell |
45,757
-783
| -2% | -$48.7K | ﹤0.01% | 1239 |
|
|
2023
Q3 | $2.63M | Sell |
46,540
-37,522
| -45% | -$2.12M | ﹤0.01% | 1228 |
|
|
2023
Q2 | $3.84M | Buy |
84,062
+35,698
| +74% | +$1.63M | 0.01% | 1017 |
|
|
2023
Q1 | $1.99M | Buy |
48,364
+42,963
| +795% | +$1.77M | ﹤0.01% | 1281 |
|
|
2022
Q4 | $212K | Buy |
+5,401
| New | +$212K | ﹤0.01% | 2701 |
|
|
2021
Q2 | – | Sell |
-8,238
| Closed | -$229K | – | 2932 |
|
|
2021
Q1 | $229K | Sell |
8,238
-6,440
| -44% | -$179K | ﹤0.01% | 2483 |
|
|
2020
Q4 | $249K | Buy |
14,678
+6,474
| +79% | +$110K | ﹤0.01% | 2028 |
|
|
2020
Q3 | $109K | Buy |
+8,204
| New | +$109K | ﹤0.01% | 2187 |
|
|
2017
Q3 | – | Sell |
-8,872
| Closed | -$204K | – | 2132 |
|
|
2017
Q2 | $204K | Buy |
+8,872
| New | +$204K | ﹤0.01% | 1831 |
|