Larson Financial Group’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8K | Buy |
2,169
+1
| +0% | +$16 | ﹤0.01% | 1236 |
|
|
2025
Q1 | $34.9K | Buy |
2,168
+1
| +0% | +$16 | ﹤0.01% | 1150 |
|
|
2024
Q4 | $34.3K | Sell |
2,167
-196
| -8% | -$3.1K | ﹤0.01% | 1021 |
|
|
2024
Q3 | $39.2K | Hold |
2,363
| – | – | ﹤0.01% | 967 |
|
|
2024
Q2 | $37.3K | Buy |
2,363
+1
| +0% | +$16 | ﹤0.01% | 878 |
|
|
2024
Q1 | $37.6K | Buy |
2,362
+223
| +10% | +$3.55K | ﹤0.01% | 758 |
|
|
2023
Q4 | $31.8K | Buy |
2,139
+1,300
| +155% | +$19.3K | ﹤0.01% | 743 |
|
|
2023
Q3 | $12.4K | Hold |
839
| – | – | ﹤0.01% | 941 |
|
|
2023
Q2 | $12.2K | Hold |
839
| – | – | ﹤0.01% | 872 |
|
|
2023
Q1 | $11.7K | Hold |
839
| – | – | ﹤0.01% | 877 |
|
|
2022
Q4 | $11K | Hold |
839
| – | – | ﹤0.01% | 837 |
|
|
2022
Q3 | $11K | Hold |
839
| – | – | ﹤0.01% | 760 |
|
|
2022
Q2 | $12K | Buy |
839
+541
| +182% | +$7.74K | ﹤0.01% | 657 |
|
|
2022
Q1 | $5K | Buy |
298
+39
| +15% | +$654 | ﹤0.01% | 785 |
|
|
2021
Q4 | $5K | Buy |
+259
| New | +$5K | ﹤0.01% | 804 |
|