Key Financial Inc’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 | $19.3K | Hold |
728
| – | – | ﹤0.01% | 705 |
|
|
2025
Q1 | $25.4K | Hold |
728
| – | – | 0.01% | 603 |
|
|
2024
Q4 | $29.2K | Hold |
728
| – | – | 0.01% | 573 |
|
|
2024
Q3 | $39.8K | Hold |
728
| – | – | 0.01% | 517 |
|
|
2024
Q2 | $38.6K | Hold |
728
| – | – | 0.01% | 510 |
|
|
2024
Q1 | $42.2K | Hold |
728
| – | – | 0.01% | 463 |
|
|
2023
Q4 | $39.9K | Hold |
728
| – | – | 0.01% | 461 |
|
|
2023
Q3 | $37.5K | Hold |
728
| – | – | 0.01% | 450 |
|
|
2023
Q2 | $38.8K | Hold |
728
| – | – | 0.01% | 449 |
|
|
2023
Q1 | $39.9K | Buy |
728
+100
| +16% | +$5.48K | 0.01% | 427 |
|
|
2022
Q4 | $27.6K | Hold |
628
| – | – | 0.01% | 445 |
|
|
2022
Q3 | $28K | Sell |
628
-507
| -45% | -$22.6K | 0.01% | 445 |
|
|
2022
Q2 | $59K | Sell |
1,135
-1,372
| -55% | -$71.3K | 0.03% | 329 |
|
|
2022
Q1 | $160K | Buy |
2,507
+1,314
| +110% | +$83.9K | 0.08% | 194 |
|
|
2021
Q4 | $68K | Buy |
1,193
+708
| +146% | +$40.4K | 0.03% | 300 |
|
|
2021
Q3 | $28K | Buy |
485
+9
| +2% | +$520 | 0.02% | 416 |
|
|
2021
Q2 | $30K | Sell |
476
-337
| -41% | -$21.2K | 0.02% | 411 |
|
|
2021
Q1 | $52K | Buy |
813
+110
| +16% | +$7.04K | 0.03% | 268 |
|
|
2020
Q4 | $39K | Buy |
+703
| New | +$39K | 0.03% | 282 |
|
|
2020
Q2 | – | Sell |
-1,040
| Closed | -$30K | – | 220 |
|
|
2020
Q1 | $30K | Sell |
1,040
-5,119
| -83% | -$148K | 0.03% | 280 |
|
|
2019
Q4 | $337K | Buy |
+6,159
| New | +$337K | 0.32% | 72 |
|