IFP Advisors’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $76.2K | Buy |
2,559
+626
| +32% | +$22.1K | ﹤0.01% | 2005 |
|
|
2025
Q4 | $74.5K | Sell |
1,933
-997
| -34% | -$36K | ﹤0.01% | 1972 |
|
|
2025
Q3 | $104K | Sell |
2,930
-510
| -15% | -$17.4K | ﹤0.01% | 1651 |
|
|
2025
Q2 | $101K | Buy |
3,440
+2,668
| +346% | +$70.5K | ﹤0.01% | 1636 |
|
|
2025
Q1 | $18.4K | Hold |
772
| – | – | ﹤0.01% | 2318 |
|
|
2024
Q4 | $13.2K | Buy |
772
+148
| +24% | +$2.54K | ﹤0.01% | 2432 |
|
|
2024
Q3 | $10.8K | Buy |
624
+217
| +53% | +$3.48K | ﹤0.01% | 2391 |
|
|
2024
Q2 | $6.49K | Buy |
407
+41
| +11% | +$671 | ﹤0.01% | 2486 |
|
|
2024
Q1 | $5.77K | Hold |
366
| – | – | ﹤0.01% | 2414 |
|
|
2023
Q4 | $4.96K | Hold |
366
| – | – | ﹤0.01% | 2428 |
|
|
2023
Q3 | $4.02K | Hold |
366
| – | – | ﹤0.01% | 2596 |
|
|
2023
Q2 | $3.85K | Hold |
366
| – | – | ﹤0.01% | 2633 |
|
|
2023
Q1 | $4.04K | Sell |
366
-416
| -53% | -$4.97K | ﹤0.01% | 2655 |
|
|
2022
Q4 | $9K | Sell |
782
-432
| -36% | -$4.26K | ﹤0.01% | 3436 |
|
|
2022
Q3 | $14K | Sell |
1,214
-25
| -2% | -$212 | ﹤0.01% | 3377 |
|
|
2022
Q2 | $14K | Hold |
1,239
| – | – | ﹤0.01% | 3135 |
|
|
2022
Q1 | $14K | Buy |
+1,239
| New | +$16.5K | ﹤0.01% | 3135 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3660 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3366 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3295 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3192 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3059 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2939 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2958 |
|
|
2019
Q4 | – | Sell |
-169
| Closed | -$1.27K | – | 3001 |
|
|
2019
Q3 | $1K | Buy |
+169
| New | +$1.29K | ﹤0.01% | 2839 |
|
|
2019
Q1 | $0 | Sell |
67
-1,135
| -94% | -$9.94K | ﹤0.01% | 2584 |
|
|
2018
Q4 | $10K | Sell |
1,202
-594
| -33% | -$5.8K | ﹤0.01% | 2494 |
|
|
2018
Q3 | $20K | Buy |
1,796
+934
| +108% | +$11K | ﹤0.01% | 2449 |
|
|
2018
Q2 | $9K | Sell |
862
-299
| -26% | -$3.81K | ﹤0.01% | 2954 |
|
|
2018
Q1 | $22K | Hold |
1,161
| – | – | ﹤0.01% | 2318 |
|
|
2017
Q4 | $22K | Sell |
1,161
-349
| -23% | -$6.29K | ﹤0.01% | 2351 |
|
|
2017
Q3 | $26K | Sell |
1,510
-651
| -30% | -$11.3K | ﹤0.01% | 2430 |
|
|
2017
Q2 | $38K | Sell |
2,161
-10,919
| -83% | -$193K | ﹤0.01% | 2147 |
|
|
2017
Q1 | $224K | Sell |
13,080
-3,910
| -23% | -$67.7K | 0.01% | 1058 |
|
|
2016
Q4 | $275K | Buy |
16,990
+8,030
| +90% | +$113K | 0.01% | 897 |
|
|
2016
Q3 | $105K | Buy |
8,960
+4,460
| +99% | +$54.7K | 0.01% | 1330 |
|
|
2016
Q2 | $55K | Buy |
4,500
+4,425
| +5,900% | +$66.4K | ﹤0.01% | 1711 |
|
|
2016
Q1 | $0 | Sell |
75
-506
| -87% | -$8.47K | ﹤0.01% | 2582 |
|
|
2015
Q4 | $13K | Buy |
+581
| New | +$13.8K | ﹤0.01% | 2423 |
|
Other funds holding DB
VCM
CCM
