LPL Financial’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
Q2 | $432K | Buy |
+7,008
| New | +$432K | ﹤0.01% | 4420 |
|
|
2024
Q4 | – | Sell |
-5,008
| Closed | -$330K | – | 5188 |
|
|
2024
Q3 | $330K | Sell |
5,008
-96
| -2% | -$6.32K | ﹤0.01% | 4270 |
|
|
2024
Q2 | $304K | Sell |
5,104
-4,086
| -44% | -$244K | ﹤0.01% | 4176 |
|
|
2024
Q1 | $570K | Buy |
9,190
+431
| +5% | +$26.7K | ﹤0.01% | 3619 |
|
|
2023
Q4 | $546K | Sell |
8,759
-1,003
| -10% | -$62.6K | ﹤0.01% | 3554 |
|
|
2023
Q3 | $549K | Sell |
9,762
-2,820
| -22% | -$159K | ﹤0.01% | 3377 |
|
|
2023
Q2 | $573K | Sell |
12,582
-345
| -3% | -$15.7K | ﹤0.01% | 3295 |
|
|
2023
Q1 | $528K | Buy |
12,927
+7,630
| +144% | +$312K | ﹤0.01% | 3259 |
|
|
2022
Q4 | $205K | Buy |
+5,297
| New | +$205K | ﹤0.01% | 3944 |
|