Larson Financial Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Sell |
4,098
-488
| -11% | -$215K | 0.07% | 228 |
|
|
2025
Q1 | $1.93M | Buy |
4,586
+2,043
| +80% | +$858K | 0.09% | 192 |
|
|
2024
Q4 | $1.08M | Buy |
2,543
+1
| +0% | +$426 | 0.06% | 229 |
|
|
2024
Q3 | $1.08M | Hold |
2,542
| – | – | 0.06% | 218 |
|
|
2024
Q2 | $994K | Sell |
2,542
-25
| -1% | -$9.78K | 0.07% | 198 |
|
|
2024
Q1 | $1.02M | Buy |
2,567
+1,864
| +265% | +$742K | 0.08% | 167 |
|
|
2023
Q4 | $265K | Sell |
703
-10
| -1% | -$3.77K | 0.02% | 293 |
|
|
2023
Q3 | $239K | Sell |
713
-61
| -8% | -$20.4K | 0.02% | 290 |
|
|
2023
Q2 | $266K | Buy |
774
+39
| +5% | +$13.4K | 0.03% | 274 |
|
|
2023
Q1 | $245K | Sell |
735
-1,610
| -69% | -$536K | 0.03% | 288 |
|
|
2022
Q4 | $777K | Buy |
2,345
+177
| +8% | +$58.7K | 0.09% | 162 |
|
|
2022
Q3 | $623K | Buy |
2,168
+1,846
| +573% | +$530K | 0.09% | 153 |
|
|
2022
Q2 | $99K | Buy |
322
+78
| +32% | +$24K | 0.02% | 261 |
|
|
2022
Q1 | $85K | Buy |
244
+20
| +9% | +$6.97K | 0.01% | 294 |
|
|
2021
Q4 | $81K | Buy |
224
+15
| +7% | +$5.42K | 0.01% | 306 |
|
|
2021
Q3 | $71K | Hold |
209
| – | – | 0.01% | 243 |
|
|
2021
Q2 | $72K | Hold |
209
| – | – | 0.02% | 218 |
|
|
2021
Q1 | $69K | Sell |
209
-1
| -0.5% | -$330 | 0.02% | 209 |
|
|
2020
Q4 | $64K | Hold |
210
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $58K | Sell |
210
-97
| -32% | -$26.8K | 0.02% | 179 |
|
|
2020
Q2 | $79K | Hold |
307
| – | – | 0.04% | 148 |
|
|
2020
Q1 | $67K | Buy |
307
+95
| +45% | +$20.7K | 0.04% | 139 |
|
|
2019
Q4 | $60K | Hold |
212
| – | – | 0.03% | 142 |
|
|
2019
Q3 | $57K | Sell |
212
-12
| -5% | -$3.23K | 0.04% | 138 |
|
|
2019
Q2 | $60K | Hold |
224
| – | – | 0.04% | 112 |
|
|
2019
Q1 | $58K | Hold |
224
| – | – | 0.05% | 105 |
|
|
2018
Q4 | $52K | Buy |
+224
| New | +$52K | 0.05% | 110 |
|