Key Financial Inc’s Dell DELL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $54.2K | Hold |
442
| – | – | 0.01% | 478 |
|
2025
Q1 | $40.3K | Hold |
442
| – | – | 0.01% | 518 |
|
2024
Q4 | $50.9K | Hold |
442
| – | – | 0.01% | 479 |
|
2024
Q3 | $52.4K | Hold |
442
| – | – | 0.01% | 469 |
|
2024
Q2 | $61K | Hold |
442
| – | – | 0.01% | 424 |
|
2024
Q1 | $50.4K | Hold |
442
| – | – | 0.01% | 440 |
|
2023
Q4 | $33.8K | Sell |
442
-143
| -24% | -$10.9K | 0.01% | 492 |
|
2023
Q3 | $40.3K | Hold |
585
| – | – | 0.01% | 440 |
|
2023
Q2 | $31.7K | Hold |
585
| – | – | 0.01% | 482 |
|
2023
Q1 | $23.5K | Hold |
585
| – | – | 0.01% | 515 |
|
2022
Q4 | $20K | Hold |
585
| – | – | 0.01% | 494 |
|
2022
Q3 | $20K | Hold |
585
| – | – | 0.01% | 495 |
|
2022
Q2 | $25K | Hold |
585
| – | – | 0.01% | 464 |
|
2022
Q1 | $29K | Hold |
585
| – | – | 0.01% | 435 |
|
2021
Q4 | $33K | Sell |
585
-569
| -49% | -$32.1K | 0.02% | 408 |
|
2021
Q3 | $61K | Hold |
1,154
| – | – | 0.03% | 313 |
|
2021
Q2 | $57K | Hold |
1,154
| – | – | 0.03% | 333 |
|
2021
Q1 | $52K | Hold |
1,154
| – | – | 0.03% | 267 |
|
2020
Q4 | $43K | Buy |
+1,154
| New | +$43K | 0.03% | 265 |
|
2020
Q2 | – | Sell |
-1,559
| Closed | -$31K | – | 206 |
|
2020
Q1 | $31K | Buy |
+1,559
| New | +$31K | 0.03% | 272 |
|