Lantz Financial’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 | $1.05M | Buy |
39,467
+9,473
| +32% | +$251K | 0.26% | 93 |
|
|
2025
Q1 | $1.05M | Sell |
29,994
-702
| -2% | -$24.5K | 0.29% | 90 |
|
|
2024
Q4 | $1.23M | Sell |
30,696
-51
| -0.2% | -$2.05K | 0.33% | 80 |
|
|
2024
Q3 | $1.68M | Buy |
30,747
+378
| +1% | +$20.7K | 0.45% | 66 |
|
|
2024
Q2 | $1.61M | Sell |
30,369
-60
| -0.2% | -$3.18K | 0.5% | 61 |
|
|
2024
Q1 | $1.76M | Sell |
30,429
-574
| -2% | -$33.3K | 0.57% | 57 |
|
|
2023
Q4 | $1.7M | Buy |
31,003
+1,920
| +7% | +$105K | 0.61% | 48 |
|
|
2023
Q3 | $1.5M | Sell |
29,083
-837
| -3% | -$43.2K | 0.6% | 48 |
|
|
2023
Q2 | $1.59M | Sell |
29,920
-96
| -0.3% | -$5.11K | 0.62% | 47 |
|
|
2023
Q1 | $1.65M | Buy |
30,016
+21
| +0.1% | +$1.15K | 0.68% | 42 |
|
|
2022
Q4 | $1.51M | Buy |
29,995
+623
| +2% | +$31.4K | 0.69% | 40 |
|
|
2022
Q3 | $1.29M | Buy |
29,372
+129
| +0.4% | +$5.67K | 0.67% | 46 |
|
|
2022
Q2 | $1.51M | Sell |
29,243
-46
| -0.2% | -$2.37K | 0.68% | 41 |
|
|
2022
Q1 | $1.87M | Buy |
+29,289
| New | +$1.87M | 0.76% | 28 |
|