Lowery Thomas LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.7M	Sell	5,833 -22	-0.4%	-$10.7K	1.55%	23
2025 Q4	$2.81M	Sell	5,855 -355	-6%	-$168K	1.59%	22
2025 Q3	$2.88M	Sell	6,210 -5	-0.1%	-$2.25K	1.66%	22
2025 Q2	$2.74M	Sell	6,215 -143	-2%	-$59.3K	1.75%	20
2025 Q1	$2.67M	Buy	6,358 +777	+14%	+$336K	1.83%	19
2024 Q4	$2.37M	Sell	5,581 -74	-1%	-$32K	1.55%	21
2024 Q3	$2.39M	Sell	5,655 -76	-1%	-$30.9K	1.62%	21
2024 Q2	$2.24M	Sell	5,731 -64	-1%	-$24.8K	1.64%	19
2024 Q1	$2.31M	Sell	5,795 -540	-9%	-$208K	1.76%	19
2023 Q4	$2.39M	Sell	6,335 -2,981	-32%	-$1.04M	2.05%	16
2023 Q3	$3.12M	Sell	9,316 -1,949	-17%	-$676K	2.98%	13
2023 Q2	$3.87M	Sell	11,265 -254	-2%	-$85.5K	3.81%	10
2023 Q1	$3.83M	Sell	11,519 -121	-1%	-$40.2K	4.22%	9
2022 Q4	$3.86M	Sell	11,640 -1,290	-10%	-$419K	4.63%	9
2022 Q3	$3.71M	Sell	12,930 -185	-1%	-$58.8K	4.35%	8
2022 Q2	$4.04M	Buy	13,115 +3,905	+42%	+$1.28M	3.86%	10
2022 Q1	$3.19M	Buy	9,210 +1,476	+19%	+$512K	2.48%	19
2021 Q4	$2.81M	Buy	+7,734	New	+$2.75M	1.94%	21