IFP Advisors’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
2,675
+262
| +11% | +$19.7K | 0.01% | 1271 |
|
|
2025
Q1 | $194K | Buy |
2,413
+266
| +12% | +$21.4K | 0.01% | 1192 |
|
|
2024
Q4 | $170K | Buy |
2,147
+30
| +1% | +$2.38K | 0.01% | 1204 |
|
|
2024
Q3 | $162K | Sell |
2,117
-5
| -0.2% | -$383 | 0.01% | 1185 |
|
|
2024
Q2 | $168K | Buy |
2,122
+2
| +0.1% | +$158 | 0.01% | 1123 |
|
|
2024
Q1 | $178K | Sell |
2,120
-23
| -1% | -$1.93K | 0.01% | 1055 |
|
|
2023
Q4 | $185K | Sell |
2,143
-175
| -8% | -$15.1K | 0.01% | 988 |
|
|
2023
Q3 | $184K | Buy |
2,318
+92
| +4% | +$7.29K | 0.01% | 1005 |
|
|
2023
Q2 | $186K | Sell |
2,226
-29
| -1% | -$2.43K | 0.01% | 1055 |
|
|
2023
Q1 | $142K | Sell |
2,255
-129
| -5% | -$8.13K | 0.01% | 1087 |
|
|
2022
Q4 | $150K | Sell |
2,384
-69
| -3% | -$4.34K | ﹤0.01% | 1505 |
|
|
2022
Q3 | $156K | Buy |
2,453
+157
| +7% | +$9.99K | ﹤0.01% | 1561 |
|
|
2022
Q2 | $146K | Hold |
2,296
| – | – | ﹤0.01% | 1467 |
|
|
2022
Q1 | $146K | Buy |
2,296
+313
| +16% | +$19.9K | ﹤0.01% | 1467 |
|
|
2021
Q4 | $191K | Buy |
1,983
+7
| +0.4% | +$674 | ﹤0.01% | 950 |
|
|
2021
Q3 | $173K | Sell |
1,976
-35
| -2% | -$3.06K | ﹤0.01% | 996 |
|
|
2021
Q2 | $196K | Sell |
2,011
-2
| -0.1% | -$195 | ﹤0.01% | 917 |
|
|
2021
Q1 | $198K | Buy |
2,013
+182
| +10% | +$17.9K | ﹤0.01% | 842 |
|
|
2020
Q4 | $179K | Sell |
1,831
-8
| -0.4% | -$782 | 0.01% | 849 |
|
|
2020
Q3 | $123K | Sell |
1,839
-34
| -2% | -$2.27K | 0.01% | 898 |
|
|
2020
Q2 | $125K | Sell |
1,873
-274
| -13% | -$18.3K | 0.01% | 838 |
|
|
2020
Q1 | $124K | Buy |
2,147
+297
| +16% | +$17.2K | 0.01% | 740 |
|
|
2019
Q4 | $124K | Sell |
1,850
-112
| -6% | -$7.51K | 0.01% | 838 |
|
|
2019
Q3 | $125K | Buy |
+1,962
| New | +$125K | 0.01% | 952 |
|
|
2019
Q1 | – | Sell |
-1,912
| Closed | -$116K | – | 2589 |
|
|
2018
Q4 | $116K | Sell |
1,912
-83
| -4% | -$5.04K | 0.01% | 1108 |
|
|
2018
Q3 | $140K | Sell |
1,995
-98
| -5% | -$6.88K | 0.01% | 1271 |
|
|
2018
Q2 | $129K | Buy |
2,093
+251
| +14% | +$15.5K | 0.01% | 1323 |
|
|
2018
Q1 | $114K | Hold |
1,842
| – | – | 0.01% | 1305 |
|
|
2017
Q4 | $114K | Sell |
1,842
-24
| -1% | -$1.49K | 0.01% | 1302 |
|
|
2017
Q3 | $107K | Buy |
1,866
+104
| +6% | +$5.96K | ﹤0.01% | 1502 |
|
|
2017
Q2 | $86K | Sell |
1,762
-15
| -0.8% | -$732 | ﹤0.01% | 1604 |
|
|
2017
Q1 | $93K | Sell |
1,777
-202
| -10% | -$10.6K | ﹤0.01% | 1522 |
|
|
2016
Q4 | $89K | Buy |
1,979
+307
| +18% | +$13.8K | ﹤0.01% | 1518 |
|
|
2016
Q3 | $91K | Buy |
1,672
+24
| +1% | +$1.31K | ﹤0.01% | 1417 |
|
|
2016
Q2 | $79K | Buy |
+1,648
| New | +$79K | ﹤0.01% | 1473 |
|
|
2016
Q1 | – | Sell |
-2,097
| Closed | -$71K | – | 2603 |
|
|
2015
Q4 | $71K | Buy |
+2,097
| New | +$71K | ﹤0.01% | 1373 |
|