Lowery Thomas LLC’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.74M | Sell |
6,215
-143
| -2% | -$63K | 1.75% | 20 |
|
|
2025
Q1 | $2.67M | Buy |
6,358
+777
| +14% | +$326K | 1.83% | 19 |
|
|
2024
Q4 | $2.37M | Sell |
5,581
-74
| -1% | -$31.5K | 1.55% | 21 |
|
|
2024
Q3 | $2.39M | Sell |
5,655
-76
| -1% | -$32.2K | 1.62% | 21 |
|
|
2024
Q2 | $2.24M | Sell |
5,731
-64
| -1% | -$25K | 1.64% | 19 |
|
|
2024
Q1 | $2.31M | Sell |
5,795
-540
| -9% | -$215K | 1.76% | 19 |
|
|
2023
Q4 | $2.39M | Sell |
6,335
-2,981
| -32% | -$1.12M | 2.05% | 16 |
|
|
2023
Q3 | $3.12M | Sell |
9,316
-1,949
| -17% | -$653K | 2.98% | 13 |
|
|
2023
Q2 | $3.87M | Sell |
11,265
-254
| -2% | -$87.3K | 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% | -$427K | 4.63% | 9 |
|
|
2022
Q3 | $3.72M | Sell |
12,930
-185
| -1% | -$53.2K | 4.35% | 8 |
|
|
2022
Q2 | $4.04M | Buy |
13,115
+3,905
| +42% | +$1.2M | 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 | +$2.81M | 1.94% | 21 |
|