IFP Advisors’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,094
| Closed | -$19.2K | – | 4921 |
|
|
2025
Q3 | $19.2K | Buy |
2,094
+1,592
| +317% | +$14.5K | ﹤0.01% | 2595 |
|
|
2025
Q2 | $4.56K | Buy |
502
+490
| +4,083% | +$4.39K | ﹤0.01% | 3455 |
|
|
2025
Q1 | $107 | Hold |
12
| – | – | ﹤0.01% | 3832 |
|
|
2024
Q4 | $150 | Sell |
12
-88
| -88% | -$1.05K | ﹤0.01% | 3869 |
|
|
2024
Q3 | $1.15K | Sell |
100
-292
| -74% | -$3.24K | ﹤0.01% | 3056 |
|
|
2024
Q2 | $3.63K | Buy |
392
+164
| +72% | +$1.58K | ﹤0.01% | 2662 |
|
|
2024
Q1 | $2.29K | Hold |
228
| – | – | ﹤0.01% | 2660 |
|
|
2023
Q4 | $2.67K | Buy |
228
+128
| +128% | +$1.3K | ﹤0.01% | 2605 |
|
|
2023
Q3 | $999 | Hold |
100
| – | – | ﹤0.01% | 2999 |
|
|
2023
Q2 | $1.16K | Hold |
100
| – | – | ﹤0.01% | 3044 |
|
|
2023
Q1 | $2.54K | Hold |
100
| – | – | ﹤0.01% | 2817 |
|
|
2022
Q4 | $3K | Hold |
100
| – | – | ﹤0.01% | 3992 |
|
|
2022
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 4204 |
|
|
2022
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 3971 |
|
|
2022
Q1 | $3K | Hold |
100
| – | – | ﹤0.01% | 3971 |
|
|
2021
Q4 | $2K | Buy |
+100
| New | +$1.9K | ﹤0.01% | 2768 |
|