Kestra Private Wealth Services’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
40,202
+2,410
| +6% | +$63.8K | 0.02% | 723 |
|
|
2025
Q1 | $1.32M | Buy |
37,792
+2,989
| +9% | +$104K | 0.02% | 581 |
|
|
2024
Q4 | $1.4M | Sell |
34,803
-10,459
| -23% | -$420K | 0.02% | 535 |
|
|
2024
Q3 | $2.47M | Sell |
45,262
-719
| -2% | -$39.3K | 0.05% | 369 |
|
|
2024
Q2 | $2.44M | Buy |
45,981
+1,076
| +2% | +$57.1K | 0.05% | 349 |
|
|
2024
Q1 | $2.6M | Sell |
44,905
-1,291
| -3% | -$74.8K | 0.06% | 310 |
|
|
2023
Q4 | $2.53M | Buy |
46,196
+439
| +1% | +$24.1K | 0.06% | 300 |
|
|
2023
Q3 | $2.36M | Buy |
45,757
+4,079
| +10% | +$210K | 0.07% | 277 |
|
|
2023
Q2 | $2.22M | Buy |
41,678
+208
| +0.5% | +$11.1K | 0.08% | 278 |
|
|
2023
Q1 | $2.27M | Buy |
41,470
+6,612
| +19% | +$362K | 0.09% | 242 |
|
|
2022
Q4 | $1.76M | Buy |
34,858
+3,699
| +12% | +$186K | 0.09% | 256 |
|
|
2022
Q3 | $1.37M | Buy |
31,159
+1,528
| +5% | +$67.1K | 0.08% | 273 |
|
|
2022
Q2 | $1.53M | Buy |
29,631
+4,794
| +19% | +$247K | 0.09% | 264 |
|
|
2022
Q1 | $1.58M | Buy |
24,837
+3,167
| +15% | +$202K | 0.08% | 263 |
|
|
2021
Q4 | $1.23M | Sell |
21,670
-6,170
| -22% | -$350K | 0.06% | 337 |
|
|
2021
Q3 | $1.6M | Buy |
27,840
+3,002
| +12% | +$173K | 0.09% | 248 |
|
|
2021
Q2 | $1.57M | Buy |
24,838
+12,374
| +99% | +$783K | 0.1% | 238 |
|
|
2021
Q1 | $797K | Buy |
12,464
+3,203
| +35% | +$205K | 0.06% | 344 |
|
|
2020
Q4 | $514K | Buy |
9,261
+329
| +4% | +$18.3K | 0.04% | 431 |
|
|
2020
Q3 | $420K | Buy |
+8,932
| New | +$420K | 0.04% | 420 |
|