Houlihan Financial Resource Group’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 | $256K | Buy |
9,661
+100
| +1% | +$2.65K | 0.11% | 100 |
|
|
2025
Q1 | $334K | Hold |
9,561
| – | – | 0.15% | 85 |
|
|
2024
Q4 | $384K | Hold |
9,561
| – | – | 0.16% | 84 |
|
|
2024
Q3 | $522K | Buy |
+9,561
| New | +$522K | 0.22% | 71 |
|
|
2024
Q2 | – | Sell |
-9,561
| Closed | -$554K | – | 69 |
|
|
2024
Q1 | $554K | Hold |
9,561
| – | – | 0.25% | 63 |
|
|
2023
Q4 | $524K | Hold |
9,561
| – | – | 0.25% | 63 |
|
|
2023
Q3 | $493K | Buy |
+9,561
| New | +$493K | 0.26% | 62 |
|
|
2023
Q2 | – | Sell |
-9,561
| Closed | -$524K | – | 147 |
|
|
2023
Q1 | $524K | Sell |
9,561
-65
| -0.7% | -$3.56K | 0.29% | 59 |
|
|
2022
Q4 | $485K | Buy |
+9,626
| New | +$485K | 0.28% | 62 |
|
|
2020
Q3 | $419K | Buy |
+8,028
| New | +$419K | 0.24% | 65 |
|
|
2020
Q1 | $235K | Hold |
8,028
| – | – | 0.2% | 78 |
|
|
2019
Q4 | $439K | Buy |
+8,028
| New | +$439K | 0.28% | 65 |
|