IFP Advisors’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-500
| Closed | -$13.9K | – | 4910 |
|
|
2025
Q2 | $13.9K | Hold |
500
| – | – | ﹤0.01% | 2741 |
|
|
2025
Q1 | $15K | Hold |
500
| – | – | ﹤0.01% | 2420 |
|
|
2024
Q4 | $16.7K | Hold |
500
| – | – | ﹤0.01% | 2326 |
|
|
2024
Q3 | $15.1K | Hold |
500
| – | – | ﹤0.01% | 2267 |
|
|
2024
Q2 | $15.4K | Hold |
500
| – | – | ﹤0.01% | 2181 |
|
|
2024
Q1 | $16.9K | Hold |
500
| – | – | ﹤0.01% | 2056 |
|
|
2023
Q4 | $15.9K | Hold |
500
| – | – | ﹤0.01% | 2007 |
|
|
2023
Q3 | $14.5K | Hold |
500
| – | – | ﹤0.01% | 2101 |
|
|
2023
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 2144 |
|
|
2023
Q1 | $9.95K | Sell |
500
-200
| -29% | -$5.92K | ﹤0.01% | 2283 |
|
|
2022
Q4 | $14K | Hold |
700
| – | – | ﹤0.01% | 3142 |
|
|
2022
Q3 | $14K | Hold |
700
| – | – | ﹤0.01% | 3380 |
|
|
2022
Q2 | $14K | Hold |
700
| – | – | ﹤0.01% | 3136 |
|
|
2022
Q1 | $14K | Buy |
700
+200
| +40% | +$4.62K | ﹤0.01% | 3136 |
|
|
2021
Q4 | $10K | Hold |
500
| – | – | ﹤0.01% | 2214 |
|
|
2021
Q3 | $10K | Hold |
500
| – | – | ﹤0.01% | 2263 |
|
|
2021
Q2 | $8K | Buy |
+500
| New | +$7.62K | ﹤0.01% | 2284 |
|
|
2019
Q4 | – | Sell |
-200
| Closed | -$4K | – | 3018 |
|
|
2019
Q3 | $4K | Buy |
+200
| New | +$3.67K | ﹤0.01% | 2414 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$3K | – | 3867 |
|
|
2017
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 3602 |
|
|
2017
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 3596 |
|
|
2017
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 3507 |
|
|
2016
Q4 | $4K | Buy |
+200
| New | +$3.28K | ﹤0.01% | 3380 |
|
Other funds holding DMLP
HKAM
HBWM
AAA
AI
MIM
RA
DIM
N
KWM