Koshinski Asset Management
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Koshinski Asset Management’s Dragonfly Energy DFLI Stock Holding History

Koshinski Asset Management’s Portfolio DFLI Stock Details DFLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,333
Closed -$63.6K – 636
2024
Q3 		$63.6K Hold
1,333
– – 0.01% 626
2024
Q2 		$96K Hold
1,333
– – 0.01% 592
2024
Q1 		$64.8K Sell
1,333
-1,334
-50% -$61.5K 0.01% 573
2023
Q4 		$130K Buy
2,667
+1,334
+100% +$101K 0.02% 487
2023
Q3 		$185K Buy
+1,333
New +$234K 0.02% 536

Other funds holding DFLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $774M AUM 12.78% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $254M AUM 16.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AC
Avant Capital Lafayette, Louisiana $142M AUM 15.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Koshinski Asset Management's DFLI Position: Q4 2024 in Review

Koshinski Asset Management sold out of Dragonfly Energy (DFLI) in Q4 2024, closing a stake of 1,333 shares — an estimated $63.6K sold.

Koshinski Asset Management first reported a position in DFLI in Q3 2023 and held it in 5 quarters. The position peaked at $185K in Q3 2023. 19 funds tracked by Wall St. Rank hold DFLI as of Q4 2024.

  • Koshinski Asset Management reported no remaining Dragonfly Energy position as of Q4 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 1,333 Dragonfly Energy shares in Q4 2024, an estimated $63.6K.
  • Koshinski Asset Management first reported a position in Dragonfly Energy in Q3 2023 and held it in 5 quarters.
  • Koshinski Asset Management's Dragonfly Energy position peaked at $185K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Dragonfly Energy as of Q4 2024.

Based on Koshinski Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.