IFP Advisors’s Diamond Hill DHIL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.65K | Buy |
+30
| New | +$4.65K | ﹤0.01% | 3440 |
|
|
2025
Q1 | – | Sell |
-1
| Closed | -$155 | – | 4411 |
|
|
2024
Q4 | $155 | Buy |
+1
| New | +$155 | ﹤0.01% | 3856 |
|
|
2024
Q2 | – | Sell |
-5
| Closed | -$771 | – | 3253 |
|
|
2024
Q1 | $771 | Buy |
+5
| New | +$771 | ﹤0.01% | 2909 |
|
|
2023
Q1 | – | Sell |
-3
| Closed | -$1K | – | 3613 |
|
|
2022
Q4 | $1K | Sell |
3
-65
| -96% | -$21.7K | ﹤0.01% | 4316 |
|
|
2022
Q3 | $17K | Buy |
68
+7
| +11% | +$1.75K | ﹤0.01% | 3229 |
|
|
2022
Q2 | $15K | Hold |
61
| – | – | ﹤0.01% | 3078 |
|
|
2022
Q1 | $15K | Buy |
+61
| New | +$15K | ﹤0.01% | 3078 |
|
|
2019
Q1 | – | Sell |
-10
| Closed | -$1K | – | 2583 |
|
|
2018
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 3240 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 3484 |
|
|
2018
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 3518 |
|
|
2018
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 3486 |
|
|
2017
Q4 | $2K | Sell |
10
-35
| -78% | -$7K | ﹤0.01% | 3486 |
|
|
2017
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 2974 |
|
|
2017
Q2 | $9K | Buy |
45
+10
| +29% | +$2K | ﹤0.01% | 3047 |
|
|
2017
Q1 | $7K | Hold |
35
| – | – | ﹤0.01% | 3077 |
|
|
2016
Q4 | $7K | Hold |
35
| – | – | ﹤0.01% | 3085 |
|
|
2016
Q3 | $6K | Hold |
35
| – | – | ﹤0.01% | 3110 |
|
|
2016
Q2 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 2924 |
|
|
2016
Q1 | – | Sell |
-35
| Closed | -$7K | – | 2595 |
|
|
2015
Q4 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 2738 |
|