IFP Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $139K | Sell |
2,310
-134
| -5% | -$8.47K | ﹤0.01% | 1616 |
|
|
2025
Q4 | $157K | Sell |
2,444
-124
| -5% | -$8.33K | ﹤0.01% | 1512 |
|
|
2025
Q3 | $186K | Sell |
2,568
-107
| -4% | -$7.87K | ﹤0.01% | 1322 |
|
|
2025
Q2 | $201K | Buy |
2,675
+262
| +11% | +$19.6K | 0.01% | 1271 |
|
|
2025
Q1 | $194K | Buy |
2,413
+266
| +12% | +$21.7K | 0.01% | 1192 |
|
|
2024
Q4 | $170K | Buy |
2,147
+30
| +1% | +$2.29K | 0.01% | 1204 |
|
|
2024
Q3 | $162K | Sell |
2,117
-5
| -0.2% | -$372 | 0.01% | 1185 |
|
|
2024
Q2 | $168K | Buy |
2,122
+2
| +0.1% | +$161 | 0.01% | 1123 |
|
|
2024
Q1 | $178K | Sell |
2,120
-23
| -1% | -$1.9K | 0.01% | 1055 |
|
|
2023
Q4 | $185K | Sell |
2,143
-175
| -8% | -$14.8K | 0.01% | 988 |
|
|
2023
Q3 | $184K | Buy |
2,318
+92
| +4% | +$7.71K | 0.01% | 1005 |
|
|
2023
Q2 | $186K | Sell |
2,226
-29
| -1% | -$2.42K | 0.01% | 1055 |
|
|
2023
Q1 | $142K | Sell |
2,255
-129
| -5% | -$10.4K | 0.01% | 1087 |
|
|
2022
Q4 | $150K | Sell |
2,384
-69
| -3% | -$4.76K | ﹤0.01% | 1505 |
|
|
2022
Q3 | $156K | Buy |
2,453
+157
| +7% | +$11.7K | ﹤0.01% | 1560 |
|
|
2022
Q2 | $146K | Hold |
2,296
| – | – | ﹤0.01% | 1466 |
|
|
2022
Q1 | $146K | Buy |
2,296
+313
| +16% | +$25.2K | ﹤0.01% | 1466 |
|
|
2021
Q4 | $191K | Buy |
1,983
+7
| +0.4% | +$627 | ﹤0.01% | 963 |
|
|
2021
Q3 | $173K | Sell |
1,976
-35
| -2% | -$3.39K | ﹤0.01% | 1030 |
|
|
2021
Q2 | $196K | Sell |
2,011
-2
| -0.1% | -$198 | ﹤0.01% | 917 |
|
|
2021
Q1 | $198K | Buy |
2,013
+182
| +10% | +$17.4K | ﹤0.01% | 842 |
|
|
2020
Q4 | $179K | Sell |
1,831
-8
| -0.4% | -$661 | 0.01% | 849 |
|
|
2020
Q3 | $123K | Sell |
1,839
-34
| -2% | -$2.3K | 0.01% | 899 |
|
|
2020
Q2 | $125K | Sell |
1,873
-274
| -13% | -$16.4K | 0.01% | 838 |
|
|
2020
Q1 | $124K | Buy |
2,147
+297
| +16% | +$19.5K | 0.01% | 742 |
|
|
2019
Q4 | $124K | Sell |
1,850
-112
| -6% | -$7.41K | 0.01% | 838 |
|
|
2019
Q3 | $125K | Buy |
+1,962
| New | +$123K | 0.01% | 952 |
|
|
2019
Q1 | – | Sell |
-1,912
| Closed | -$116K | – | 2604 |
|
|
2018
Q4 | $116K | Sell |
1,912
-83
| -4% | -$5.59K | 0.01% | 1115 |
|
|
2018
Q3 | $140K | Sell |
1,995
-98
| -5% | -$6.57K | 0.01% | 1277 |
|
|
2018
Q2 | $129K | Buy |
2,093
+251
| +14% | +$16K | 0.01% | 1334 |
|
|
2018
Q1 | $114K | Hold |
1,842
| – | – | 0.01% | 1305 |
|
|
2017
Q4 | $114K | Sell |
1,842
-24
| -1% | -$1.45K | 0.01% | 1314 |
|
|
2017
Q3 | $107K | Buy |
1,866
+104
| +6% | +$5.45K | ﹤0.01% | 1510 |
|
|
2017
Q2 | $86K | Sell |
1,762
-15
| -0.8% | -$765 | ﹤0.01% | 1614 |
|
|
2017
Q1 | $93K | Sell |
1,777
-202
| -10% | -$10K | ﹤0.01% | 1529 |
|
|
2016
Q4 | $89K | Buy |
1,979
+307
| +18% | +$14.8K | ﹤0.01% | 1523 |
|
|
2016
Q3 | $91K | Buy |
1,672
+24
| +1% | +$1.2K | ﹤0.01% | 1423 |
|
|
2016
Q2 | $79K | Buy |
+1,648
| New | +$75.3K | ﹤0.01% | 1478 |
|
|
2016
Q1 | – | Sell |
-2,097
| Closed | -$71K | – | 2601 |
|
|
2015
Q4 | $71K | Buy |
+2,097
| New | +$72K | ﹤0.01% | 1378 |
|
Other funds holding DLB
VPM
VCM
SCM