JFS Wealth Advisors’s Diodes DIOD Stock Holding History

JFS Wealth Advisors’s Portfolio DIOD Stock Details DIOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.82K	Buy	44 +12	+38%	+$1.22K	﹤0.01%	1284
2026 Q1	$2.19K	Buy	32 +4	+14%	+$252	﹤0.01%	1476
2025 Q4	$1.38K	Buy	28 +5	+22%	+$253	﹤0.01%	1644
2025 Q3	$1.22K	Buy	+23	New	+$1.23K	﹤0.01%	1575
2025 Q2	–	Sell	-1	Closed	-$44	–	1897
2025 Q1	$44	Sell	1 -10	-91%	-$540	﹤0.01%	1900
2024 Q4	$679	Sell	11 -25	-69%	-$1.56K	﹤0.01%	1738
2024 Q3	$2.31K	Buy	36 +7	+24%	+$485	﹤0.01%	1423
2024 Q2	$2.09K	Hold	29	–	–	﹤0.01%	1414
2024 Q1	$2.04K	Sell	29 -8	-22%	-$555	﹤0.01%	1428
2023 Q4	$2.98K	Buy	37 +14	+61%	+$1.02K	﹤0.01%	1263
2023 Q3	$1.81K	Sell	23 -13	-36%	-$1.09K	﹤0.01%	1396
2023 Q2	$3.33K	Sell	36 -6	-14%	-$529	﹤0.01%	1192
2023 Q1	$3.9K	Buy	42 +9	+27%	+$806	﹤0.01%	1090
2022 Q4	$2.51K	Buy	33 +11	+50%	+$862	﹤0.01%	1285
2022 Q3	$1K	Sell	22 -7	-24%	-$506	﹤0.01%	1528
2022 Q2	$2K	Buy	29 +14	+93%	+$1.02K	﹤0.01%	1304
2022 Q1	$1K	Buy	15 +1	+7%	+$91	﹤0.01%	1619
2021 Q4	$2K	Buy	+14	New	+$1.42K	﹤0.01%	1059

Other funds holding DIOD

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return