Janney Montgomery Scott’s Donnelley Financial Solutions DFIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.67M	Buy	56,694 +2,936	+5%	+$144K	0.01%	1141
2025 Q4	$2.51M	Sell	53,758 -2,350	-4%	-$114K	0.01%	1235
2025 Q3	$2.89M	Buy	56,108 +825	+1%	+$47.1K	0.01%	1142
2025 Q2	$3.41M	Sell	55,283 -23	-0%	-$1.19K	0.01%	975
2025 Q1	$2.42M	Sell	55,306 -168	-0.3%	-$9.3K	0.01%	1080
2024 Q4	$3.48M	Sell	55,474 -1,033	-2%	-$64.4K	0.01%	916
2024 Q3	$3.72M	Buy	56,507 +1,423	+3%	+$92.4K	0.01%	859
2024 Q2	$3.28M	Buy	55,084 +1,703	+3%	+$104K	0.01%	881
2024 Q1	$3.31M	Buy	53,381 +2,458	+5%	+$154K	0.01%	922
2023 Q4	$3.18M	Buy	+50,923	New	+$2.9M	0.01%	912
2023 Q3	–	Sell	-42,205	Closed	-$1.92M	–	2617
2023 Q2	$1.92M	Buy	42,205 +2,413	+6%	+$106K	0.01%	1092
2023 Q1	$1.63M	Buy	39,792 +3,259	+9%	+$139K	0.01%	1068
2022 Q4	$1.41M	Buy	36,533 +1,233	+3%	+$46.2K	0.01%	1191
2022 Q3	$1.3M	Buy	35,300 +3,004	+9%	+$113K	0.01%	1179
2022 Q2	$943K	Buy	+32,296	New	+$958K	﹤0.01%	1281
2022 Q1	–	Sell	-25,376	Closed	-$1.2M	–	2272
2021 Q4	$1.2M	Buy	25,376 +3,095	+14%	+$134K	﹤0.01%	1227
2021 Q3	$771K	Buy	+22,281	New	+$736K	﹤0.01%	1414