IFP Advisors’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.4K | Hold |
156
| – | – | ﹤0.01% | 3817 |
|
|
2025
Q1 | $2.44K | Hold |
156
| – | – | ﹤0.01% | 3080 |
|
|
2024
Q4 | $2.42K | Hold |
156
| – | – | ﹤0.01% | 3030 |
|
|
2024
Q3 | $2.47K | Hold |
156
| – | – | ﹤0.01% | 2863 |
|
|
2024
Q2 | $2.4K | Hold |
156
| – | – | ﹤0.01% | 2773 |
|
|
2024
Q1 | $2.41K | Sell |
156
-1,818
| -92% | -$28K | ﹤0.01% | 2640 |
|
|
2023
Q4 | $30.3K | Sell |
1,974
-1,057
| -35% | -$16.2K | ﹤0.01% | 1760 |
|
|
2023
Q3 | $44.2K | Hold |
3,031
| – | – | ﹤0.01% | 1612 |
|
|
2023
Q2 | $44K | Hold |
3,031
| – | – | ﹤0.01% | 1657 |
|
|
2023
Q1 | $80.4K | Sell |
3,031
-1,458
| -32% | -$38.7K | ﹤0.01% | 1355 |
|
|
2022
Q4 | $119K | Sell |
4,489
-523
| -10% | -$13.9K | ﹤0.01% | 1649 |
|
|
2022
Q3 | $133K | Hold |
5,012
| – | – | ﹤0.01% | 1663 |
|
|
2022
Q2 | $133K | Hold |
5,012
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q1 | $133K | Buy |
+5,012
| New | +$133K | ﹤0.01% | 1507 |
|
|
2019
Q1 | $8K | Hold |
400
| – | – | ﹤0.01% | 1703 |
|
|
2018
Q4 | $8K | Hold |
400
| – | – | ﹤0.01% | 2564 |
|
|
2018
Q3 | $8K | Sell |
400
-247
| -38% | -$4.94K | ﹤0.01% | 2928 |
|
|
2018
Q2 | $14K | Sell |
647
-400
| -38% | -$8.66K | ﹤0.01% | 2643 |
|
|
2018
Q1 | $23K | Hold |
1,047
| – | – | ﹤0.01% | 2292 |
|
|
2017
Q4 | $23K | Hold |
1,047
| – | – | ﹤0.01% | 2288 |
|
|
2017
Q3 | $25K | Sell |
1,047
-800
| -43% | -$19.1K | ﹤0.01% | 2417 |
|
|
2017
Q2 | $47K | Hold |
1,847
| – | – | ﹤0.01% | 1990 |
|
|
2017
Q1 | $44K | Sell |
1,847
-5,740
| -76% | -$137K | ﹤0.01% | 1985 |
|
|
2016
Q4 | $175K | Buy |
7,587
+5,500
| +264% | +$127K | 0.01% | 1116 |
|
|
2016
Q3 | $54K | Buy |
2,087
+450
| +27% | +$11.6K | ﹤0.01% | 1754 |
|
|
2016
Q2 | $44K | Buy |
1,637
+1,237
| +309% | +$33.2K | ﹤0.01% | 1834 |
|
|
2016
Q1 | $8K | Sell |
400
-800
| -67% | -$16K | ﹤0.01% | 1703 |
|
|
2015
Q4 | $30K | Buy |
+1,200
| New | +$30K | ﹤0.01% | 1901 |
|