IFP Advisors’s Dorman Products DORM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $118K | Sell |
1,133
-1
| -0.1% | -$119 | ﹤0.01% | 1738 |
|
|
2025
Q4 | $140K | Sell |
1,134
-3
| -0.3% | -$405 | ﹤0.01% | 1581 |
|
|
2025
Q3 | $177K | Buy |
1,137
+57
| +5% | +$8.18K | ﹤0.01% | 1347 |
|
|
2025
Q2 | $144K | Sell |
1,080
-49
| -4% | -$5.96K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $136K | Buy |
1,129
+390
| +53% | +$49.7K | ﹤0.01% | 1356 |
|
|
2024
Q4 | $96.3K | Buy |
739
+22
| +3% | +$2.82K | ﹤0.01% | 1483 |
|
|
2024
Q3 | $81.1K | Buy |
+717
| New | +$75.4K | ﹤0.01% | 1499 |
|
|
2024
Q1 | – | Sell |
-80
| Closed | -$6.67K | – | 3149 |
|
|
2023
Q4 | $6.67K | Buy |
80
+40
| +100% | +$2.99K | ﹤0.01% | 2327 |
|
|
2023
Q3 | $3.03K | Sell |
40
-11
| -22% | -$895 | ﹤0.01% | 2696 |
|
|
2023
Q2 | $4.02K | Buy |
51
+11
| +28% | +$926 | ﹤0.01% | 2622 |
|
|
2023
Q1 | $2.63K | Sell |
40
-123
| -75% | -$11K | ﹤0.01% | 2808 |
|
|
2022
Q4 | $14K | Sell |
163
-57
| -26% | -$4.84K | ﹤0.01% | 3143 |
|
|
2022
Q3 | $16K | Buy |
220
+44
| +25% | +$4.33K | ﹤0.01% | 3276 |
|
|
2022
Q2 | $12K | Hold |
176
| – | – | ﹤0.01% | 3245 |
|
|
2022
Q1 | $12K | Buy |
176
+136
| +340% | +$13.2K | ﹤0.01% | 3245 |
|
|
2021
Q4 | $5K | Sell |
40
-28
| -41% | -$3.04K | ﹤0.01% | 2475 |
|
|
2021
Q3 | $6K | Hold |
68
| – | – | ﹤0.01% | 2475 |
|
|
2021
Q2 | $7K | Hold |
68
| – | – | ﹤0.01% | 2342 |
|
|
2021
Q1 | $7K | Sell |
68
-82
| -55% | -$8.18K | ﹤0.01% | 2271 |
|
|
2020
Q4 | $13K | Hold |
150
| – | – | ﹤0.01% | 1951 |
|
|
2020
Q3 | $13K | Hold |
150
| – | – | ﹤0.01% | 1803 |
|
|
2020
Q2 | $10K | Sell |
150
-22
| -13% | -$1.42K | ﹤0.01% | 1815 |
|
|
2020
Q1 | $9K | Sell |
172
-62
| -26% | -$4.22K | ﹤0.01% | 1813 |
|
|
2019
Q4 | $18K | Buy |
234
+14
| +6% | +$1.06K | ﹤0.01% | 1652 |
|
|
2019
Q3 | $17K | Buy |
+220
| New | +$17.1K | ﹤0.01% | 1828 |
|
|
2019
Q1 | – | Sell |
-281
| Closed | -$25K | – | 2613 |
|
|
2018
Q4 | $25K | Sell |
281
-12
| -4% | -$959 | ﹤0.01% | 1995 |
|
|
2018
Q3 | $23K | Hold |
293
| – | – | ﹤0.01% | 2373 |
|
|
2018
Q2 | $20K | Buy |
293
+120
| +69% | +$8.09K | ﹤0.01% | 2463 |
|
|
2018
Q1 | $11K | Hold |
173
| – | – | ﹤0.01% | 2723 |
|
|
2017
Q4 | $11K | Sell |
173
-39
| -18% | -$2.64K | ﹤0.01% | 2762 |
|
|
2017
Q3 | $15K | Buy |
212
+4
| +2% | +$287 | ﹤0.01% | 2782 |
|
|
2017
Q2 | $17K | Buy |
208
+50
| +32% | +$4.08K | ﹤0.01% | 2663 |
|
|
2017
Q1 | $13K | Hold |
158
| – | – | ﹤0.01% | 2764 |
|
|
2016
Q4 | $12K | Hold |
158
| – | – | ﹤0.01% | 2784 |
|
|
2016
Q3 | $10K | Buy |
158
+62
| +65% | +$3.81K | ﹤0.01% | 2825 |
|
|
2016
Q2 | $5K | Buy |
+96
| New | +$5.16K | ﹤0.01% | 3133 |
|
|
2016
Q1 | – | Sell |
-35
| Closed | -$2K | – | 2608 |
|
|
2015
Q4 | $2K | Buy |
+35
| New | +$1.71K | ﹤0.01% | 3310 |
|
Other funds holding DORM
VPM
VCM
RA