Lion Street Advisors’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 | $450K | Buy |
16,989
+1,567
| +10% | +$41.5K | 0.14% | 161 |
|
|
2025
Q1 | $538K | Sell |
15,422
-537
| -3% | -$18.8K | 0.17% | 129 |
|
|
2024
Q4 | $640K | Buy |
15,959
+3,564
| +29% | +$143K | 0.2% | 106 |
|
|
2024
Q3 | $677K | Sell |
12,395
-382
| -3% | -$20.9K | 0.24% | 98 |
|
|
2024
Q2 | $678K | Sell |
12,777
-478
| -4% | -$25.4K | 0.25% | 87 |
|
|
2024
Q1 | $727K | Hold |
13,255
| – | – | 0.3% | 75 |
|
|
2023
Q4 | $727K | Sell |
13,255
-21,877
| -62% | -$1.2M | 0.3% | 74 |
|
|
2023
Q3 | $1.81M | Buy |
35,132
+18,216
| +108% | +$939K | 0.59% | 21 |
|
|
2023
Q2 | $947K | Sell |
16,916
-18,012
| -52% | -$1.01M | 0.32% | 63 |
|
|
2023
Q1 | $1.91M | Buy |
34,928
+20,653
| +145% | +$1.13M | 0.59% | 20 |
|
|
2022
Q4 | $799K | Sell |
14,275
-20,900
| -59% | -$1.17M | 0.42% | 36 |
|
|
2022
Q3 | $1.54M | Buy |
35,175
+20,900
| +146% | +$917K | 0.77% | 6 |
|
|
2022
Q2 | $796K | Buy |
14,275
+25
| +0.2% | +$1.39K | 0.42% | 36 |
|
|
2022
Q1 | $908K | Sell |
14,250
-21
| -0.1% | -$1.34K | 0.47% | 24 |
|
|
2021
Q4 | $810K | Buy |
14,271
+296
| +2% | +$16.8K | 0.4% | 37 |
|
|
2021
Q3 | $805K | Buy |
+13,975
| New | +$805K | 0.43% | 34 |
|