IFP Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.35M | Buy |
121,454
+28,776
| +31% | +$794K | 0.1% | 232 |
|
|
2025
Q1 | $3.24M | Buy |
92,678
+27,362
| +42% | +$955K | 0.1% | 234 |
|
|
2024
Q4 | $2.62M | Buy |
65,316
+50,740
| +348% | +$2.04M | 0.09% | 265 |
|
|
2024
Q3 | $796K | Buy |
14,576
+1,642
| +13% | +$89.7K | 0.03% | 532 |
|
|
2024
Q2 | $686K | Sell |
12,934
-443
| -3% | -$23.5K | 0.03% | 555 |
|
|
2024
Q1 | $775K | Buy |
13,377
+2,230
| +20% | +$129K | 0.03% | 475 |
|
|
2023
Q4 | $611K | Sell |
11,147
-4,150
| -27% | -$228K | 0.03% | 524 |
|
|
2023
Q3 | $789K | Buy |
15,297
+525
| +4% | +$27.1K | 0.04% | 460 |
|
|
2023
Q2 | $787K | Sell |
14,772
-7,300
| -33% | -$389K | 0.03% | 504 |
|
|
2023
Q1 | $1.1M | Buy |
22,072
+583
| +3% | +$29K | 0.05% | 363 |
|
|
2022
Q4 | $1.09M | Sell |
21,489
-16,210
| -43% | -$820K | 0.03% | 594 |
|
|
2022
Q3 | $1.92M | Buy |
37,699
+2,667
| +8% | +$136K | 0.05% | 416 |
|
|
2022
Q2 | $1.77M | Hold |
35,032
| – | – | 0.06% | 385 |
|
|
2022
Q1 | $1.77M | Buy |
35,032
+23,925
| +215% | +$1.21M | 0.06% | 385 |
|
|
2021
Q4 | $634K | Sell |
11,107
-938
| -8% | -$53.5K | 0.01% | 506 |
|
|
2021
Q3 | $696K | Sell |
12,045
-261
| -2% | -$15.1K | 0.01% | 474 |
|
|
2021
Q2 | $779K | Buy |
12,306
+802
| +7% | +$50.8K | 0.02% | 433 |
|
|
2021
Q1 | $735K | Buy |
11,504
+3,231
| +39% | +$206K | 0.01% | 417 |
|
|
2020
Q4 | $460K | Sell |
8,273
-35
| -0.4% | -$1.95K | 0.02% | 535 |
|
|
2020
Q3 | $392K | Buy |
8,308
+1,428
| +21% | +$67.4K | 0.02% | 495 |
|
|
2020
Q2 | $282K | Buy |
6,880
+141
| +2% | +$5.78K | 0.02% | 556 |
|
|
2020
Q1 | $201K | Buy |
6,739
+1,550
| +30% | +$46.2K | 0.02% | 573 |
|
|
2019
Q4 | $284K | Sell |
5,189
-2,504
| -33% | -$137K | 0.02% | 568 |
|
|
2019
Q3 | $363K | Buy |
+7,693
| New | +$363K | 0.02% | 573 |
|