Howe & Rusling’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
2,788
+292
| +12% | +$35.8K | 0.03% | 215 |
|
|
2025
Q1 | $301K | Sell |
2,496
-270
| -10% | -$32.5K | 0.03% | 211 |
|
|
2024
Q4 | $358K | Sell |
2,766
-545
| -16% | -$70.6K | 0.03% | 195 |
|
|
2024
Q3 | $375K | Hold |
3,311
| – | – | 0.03% | 190 |
|
|
2024
Q2 | $303K | Hold |
3,311
| – | – | 0.03% | 199 |
|
|
2024
Q1 | $319K | Buy |
+3,311
| New | +$319K | 0.03% | 198 |
|
|
2023
Q4 | – | Sell |
-3,402
| Closed | -$258K | – | 376 |
|
|
2023
Q3 | $258K | Hold |
3,402
| – | – | 0.03% | 191 |
|
|
2023
Q2 | $268K | Hold |
3,402
| – | – | 0.03% | 195 |
|
|
2023
Q1 | $293K | Hold |
3,402
| – | – | 0.04% | 183 |
|
|
2022
Q4 | $275K | Buy |
3,402
+325
| +11% | +$26.3K | 0.03% | 179 |
|
|
2022
Q3 | $253K | Buy |
3,077
+352
| +13% | +$28.9K | 0.03% | 182 |
|
|
2022
Q2 | $299K | Hold |
2,725
| – | – | 0.04% | 157 |
|
|
2022
Q1 | $259K | Sell |
2,725
-58
| -2% | -$5.51K | 0.03% | 178 |
|
|
2021
Q4 | $315K | Hold |
2,783
| – | – | 0.04% | 162 |
|
|
2021
Q3 | $263K | Buy |
2,783
+438
| +19% | +$41.4K | 0.03% | 171 |
|
|
2021
Q2 | $243K | Buy |
2,345
+540
| +30% | +$56K | 0.03% | 166 |
|
|
2021
Q1 | $185K | Buy |
1,805
+333
| +23% | +$34.1K | 0.03% | 183 |
|
|
2020
Q4 | $128K | Buy |
1,472
+887
| +152% | +$77.1K | 0.02% | 200 |
|
|
2020
Q3 | $53K | Hold |
585
| – | – | 0.01% | 259 |
|
|
2020
Q2 | $39K | Buy |
585
+299
| +105% | +$19.9K | 0.01% | 281 |
|
|
2020
Q1 | $16K | Buy |
+286
| New | +$16K | ﹤0.01% | 367 |
|
|
2015
Q2 | – | Sell |
-15
| Closed | -$1K | – | 1065 |
|
|
2015
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 850 |
|
|
2014
Q2 | – | Sell |
-669
| Closed | -$40K | – | 859 |
|
|
2014
Q1 | $40K | Buy |
+669
| New | +$40K | 0.01% | 357 |
|
|
2013
Q4 | – | Sell |
-599
| Closed | -$30K | – | 828 |
|
|
2013
Q3 | $30K | Sell |
599
-25
| -4% | -$1.25K | 0.01% | 410 |
|
|
2013
Q2 | $28K | Buy |
+624
| New | +$28K | 0.01% | 433 |
|