Lewis Asset Management’s Fidelity D&D Bancorp FDBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
7,456
-261
| -3% | -$12K | 0.16% | 132 |
|
|
2025
Q1 | $321K | Sell |
7,717
-1,097
| -12% | -$45.6K | 0.27% | 99 |
|
|
2024
Q4 | $430K | Buy |
8,814
+2
| +0% | +$98 | 0.33% | 77 |
|
|
2024
Q3 | $435K | Sell |
8,812
-997
| -10% | -$49.2K | 0.32% | 77 |
|
|
2024
Q2 | $430K | Sell |
9,809
-1,887
| -16% | -$82.7K | 0.33% | 69 |
|
|
2024
Q1 | $566K | Buy |
11,696
+1,516
| +15% | +$73.4K | 0.47% | 55 |
|
|
2023
Q4 | $591K | Buy |
+10,180
| New | +$591K | 0.54% | 43 |
|