IFP Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $801 | Sell |
17
-193
| -92% | -$9.46K | ﹤0.01% | 4285 |
|
|
2025
Q4 | $9.8K | Buy |
210
+4
| +2% | +$193 | ﹤0.01% | 3077 |
|
|
2025
Q3 | $10.6K | Buy |
206
+32
| +18% | +$1.83K | ﹤0.01% | 2875 |
|
|
2025
Q2 | $14.7K | Buy |
+174
| New | +$8.97K | ﹤0.01% | 2711 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 3892 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3951 |
|
|
2023
Q1 | – | Sell |
-130
| Closed | -$2K | – | 3608 |
|
|
2022
Q4 | $2K | Hold |
130
| – | – | ﹤0.01% | 4138 |
|
|
2022
Q3 | $2K | Hold |
130
| – | – | ﹤0.01% | 4340 |
|
|
2022
Q2 | $2K | Hold |
130
| – | – | ﹤0.01% | 4104 |
|
|
2022
Q1 | $2K | Buy |
+130
| New | +$4.64K | ﹤0.01% | 4102 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3670 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3377 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3307 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3203 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3070 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2951 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2967 |
|
|
2019
Q4 | – | Sell |
-130
| Closed | -$1.36K | – | 3011 |
|
|
2019
Q3 | $2K | Buy |
+130
| New | +$1.61K | ﹤0.01% | 2673 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$1K | – | 2593 |
|
|
2018
Q4 | $1K | Sell |
40
-39
| -49% | -$623 | ﹤0.01% | 3290 |
|
|
2018
Q3 | $1K | Hold |
79
| – | – | ﹤0.01% | 3665 |
|
|
2018
Q2 | $1K | Hold |
79
| – | – | ﹤0.01% | 3705 |
|
|
2018
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 3485 |
|
|
2017
Q4 | $2K | Sell |
79
-90
| -53% | -$1.84K | ﹤0.01% | 3536 |
|
|
2017
Q3 | $4K | Buy |
169
+10
| +6% | +$217 | ﹤0.01% | 3492 |
|
|
2017
Q2 | $4K | Hold |
159
| – | – | ﹤0.01% | 3490 |
|
|
2017
Q1 | $3K | Hold |
159
| – | – | ﹤0.01% | 3506 |
|
|
2016
Q4 | $4K | Buy |
+159
| New | +$3.37K | ﹤0.01% | 3378 |
|
Other funds holding DFIN
VCM
AIMCA
RHJA
WHG
FCM