IFP Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7K | Buy |
+174
| New | +$14.7K | ﹤0.01% | 2711 |
|
|
2025
Q1 | – | Hold |
0
| – | -$125 | – | 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% | 4341 |
|
|
2022
Q2 | $2K | Hold |
130
| – | – | ﹤0.01% | 4105 |
|
|
2022
Q1 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 4105 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3602 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3332 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3252 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3163 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3029 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2912 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2911 |
|
|
2019
Q4 | – | Sell |
-130
| Closed | -$2K | – | 2997 |
|
|
2019
Q3 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 2661 |
|
|
2019
Q1 | – | Sell |
-40
| Closed | -$1K | – | 2579 |
|
|
2018
Q4 | $1K | Sell |
40
-39
| -49% | -$975 | ﹤0.01% | 3239 |
|
|
2018
Q3 | $1K | Hold |
79
| – | – | ﹤0.01% | 3624 |
|
|
2018
Q2 | $1K | Hold |
79
| – | – | ﹤0.01% | 3654 |
|
|
2018
Q1 | $2K | Hold |
79
| – | – | ﹤0.01% | 3485 |
|
|
2017
Q4 | $2K | Sell |
79
-90
| -53% | -$2.28K | ﹤0.01% | 3485 |
|
|
2017
Q3 | $4K | Buy |
169
+10
| +6% | +$237 | ﹤0.01% | 3452 |
|
|
2017
Q2 | $4K | Hold |
159
| – | – | ﹤0.01% | 3456 |
|
|
2017
Q1 | $3K | Hold |
159
| – | – | ﹤0.01% | 3471 |
|
|
2016
Q4 | $4K | Buy |
+159
| New | +$4K | ﹤0.01% | 3351 |
|