LGT Financial Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-76
| Closed | -$4.77K | – | 413 |
|
|
2024
Q4 | $4.77K | Hold |
76
| – | – | 0.01% | 558 |
|
|
2024
Q3 | $5K | Hold |
76
| – | – | 0.01% | 533 |
|
|
2024
Q2 | $4.53K | Hold |
76
| – | – | 0.01% | 610 |
|
|
2024
Q1 | $4.71K | Hold |
76
| – | – | 0.01% | 630 |
|
|
2023
Q4 | $4.74K | Hold |
76
| – | – | 0.01% | 640 |
|
|
2023
Q3 | $4.28K | Buy |
+76
| New | +$4.28K | 0.01% | 657 |
|