Howard Financial Services’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.3M | Buy |
51,649
+6
| +0% | +$164 | 0.13% | 74 |
|
|
2026
Q1 | $1.4M | Buy |
51,643
+682
| +1% | +$17.3K | 0.16% | 62 |
|
|
2025
Q4 | $1.14M | Buy |
50,961
+12,763
| +33% | +$299K | 0.13% | 66 |
|
|
2025
Q3 | $989K | Buy |
38,198
+4,007
| +12% | +$105K | 0.12% | 67 |
|
|
2025
Q2 | $953K | Buy |
34,191
+7
| +0% | +$197 | 0.13% | 64 |
|
|
2025
Q1 | $1.03M | Buy |
34,184
+7
| +0% | +$220 | 0.14% | 63 |
|
|
2024
Q4 | $1.14M | Buy |
34,177
+8
| +0% | +$261 | 0.16% | 59 |
|
|
2024
Q3 | $1.03M | Buy |
34,169
+6
| +0% | +$184 | 0.15% | 58 |
|
|
2024
Q2 | $1.05M | Buy |
34,163
+7
| +0% | +$228 | 0.17% | 54 |
|
|
2024
Q1 | $1.15M | Buy |
34,156
+8
| +0% | +$253 | 0.2% | 53 |
|
|
2023
Q4 | $1.09M | Sell |
34,148
-296
| -0.9% | -$8.66K | 0.21% | 51 |
|
|
2023
Q3 | $1M | Buy |
34,444
+110
| +0.3% | +$3.28K | 0.23% | 51 |
|
|
2023
Q2 | $1.03M | Buy |
34,334
+15
| +0% | +$440 | 0.25% | 48 |
|
|
2023
Q1 | $1.04M | Buy |
34,319
+12
| +0% | +$355 | 0.25% | 46 |
|
|
2022
Q4 | $1.03M | Buy |
34,307
+669
| +2% | +$19.2K | 0.27% | 44 |
|
|
2022
Q3 | $840K | Sell |
33,638
-439
| -1% | -$12K | 0.27% | 46 |
|
|
2022
Q2 | $813K | Buy |
34,077
+458
| +1% | +$12.6K | 0.28% | 36 |
|
|
2022
Q1 | $872K | Buy |
33,619
+636
| +2% | +$14.7K | 0.26% | 38 |
|
|
2021
Q4 | $653K | Buy |
32,983
+402
| +1% | +$7.72K | 0.2% | 45 |
|
|
2021
Q3 | $625K | Buy |
32,581
+444
| +1% | +$7.46K | 0.23% | 44 |
|
|
2021
Q2 | $542K | Buy |
32,137
+14,751
| +85% | +$225K | 0.21% | 49 |
|
|
2021
Q1 | $237K | Buy |
17,386
+2
| +0% | +$27 | 0.11% | 106 |
|
|
2020
Q4 | $190K | Buy |
17,384
+150
| +0.9% | +$1.62K | 0.1% | 106 |
|
|
2020
Q3 | $178K | Hold |
17,234
| – | – | 0.12% | 91 |
|
|
2020
Q2 | $220K | Hold |
17,234
| – | – | 0.16% | 77 |
|
|
2020
Q1 | $160K | Hold |
17,234
| – | – | 0.14% | 69 |
|
|
2019
Q4 | $336K | Hold |
17,234
| – | – | 0.21% | 67 |
|
|
2019
Q3 | $321K | Hold |
17,234
| – | – | 0.21% | 62 |
|
|
2019
Q2 | $316K | Hold |
17,234
| – | – | 0.22% | 63 |
|
|
2019
Q1 | $315K | Hold |
17,234
| – | – | 0.22% | 63 |
|
|
2018
Q4 | $252K | Buy |
+17,234
| New | +$301K | 0.19% | 72 |
|
Other funds holding DMLP
AAA
MAA
PDM
NCM
RWA
UIA
OCPWS
HCM
TW
SWA