LPL Financial’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.19M | Buy |
80,795
+19,360
| +32% | +$492K | ﹤0.01% | 3421 |
|
|
2025
Q4 | $1.37M | Buy |
61,435
+6,783
| +12% | +$159K | ﹤0.01% | 3753 |
|
|
2025
Q3 | $1.41M | Sell |
54,652
-9,158
| -14% | -$239K | ﹤0.01% | 3649 |
|
|
2025
Q2 | $1.78M | Buy |
63,810
+3,473
| +6% | +$97.6K | ﹤0.01% | 3237 |
|
|
2025
Q1 | $1.81M | Buy |
60,337
+3,164
| +6% | +$99.5K | ﹤0.01% | 3035 |
|
|
2024
Q4 | $1.91M | Buy |
57,173
+4,877
| +9% | +$159K | ﹤0.01% | 2902 |
|
|
2024
Q3 | $1.58M | Buy |
52,296
+3,962
| +8% | +$122K | ﹤0.01% | 2959 |
|
|
2024
Q2 | $1.49M | Sell |
48,334
-1,940
| -4% | -$63.2K | ﹤0.01% | 2875 |
|
|
2024
Q1 | $1.7M | Sell |
50,274
-4,520
| -8% | -$143K | ﹤0.01% | 2684 |
|
|
2023
Q4 | $1.74M | Buy |
54,794
+3,604
| +7% | +$105K | ﹤0.01% | 2533 |
|
|
2023
Q3 | $1.49M | Sell |
51,190
-406
| -0.8% | -$12.1K | ﹤0.01% | 2562 |
|
|
2023
Q2 | $1.55M | Buy |
51,596
+1,686
| +3% | +$49.5K | ﹤0.01% | 2479 |
|
|
2023
Q1 | $1.51M | Sell |
49,910
-20,792
| -29% | -$615K | ﹤0.01% | 2396 |
|
|
2022
Q4 | $2.12M | Buy |
70,702
+3,536
| +5% | +$102K | ﹤0.01% | 2034 |
|
|
2022
Q3 | $1.68M | Buy |
67,166
+20,601
| +44% | +$563K | ﹤0.01% | 2111 |
|
|
2022
Q2 | $1.11M | Sell |
46,565
-15,175
| -25% | -$417K | ﹤0.01% | 2499 |
|
|
2022
Q1 | $1.6M | Buy |
61,740
+20,175
| +49% | +$466K | ﹤0.01% | 2225 |
|
|
2021
Q4 | $823K | Buy |
41,565
+3,470
| +9% | +$66.7K | ﹤0.01% | 2834 |
|
|
2021
Q3 | $730K | Buy |
38,095
+2,500
| +7% | +$42K | ﹤0.01% | 2872 |
|
|
2021
Q2 | $600K | Hold |
35,595
| – | – | ﹤0.01% | 2996 |
|
|
2021
Q1 | $486K | Buy |
35,595
+200
| +0.6% | +$2.71K | ﹤0.01% | 3045 |
|
|
2020
Q4 | $386K | Buy |
35,395
+6,300
| +22% | +$68K | ﹤0.01% | 2987 |
|
|
2020
Q3 | $301K | Sell |
29,095
-5,702
| -16% | -$63.7K | ﹤0.01% | 2907 |
|
|
2020
Q2 | $445K | Buy |
34,797
+4,432
| +15% | +$50.4K | ﹤0.01% | 2505 |
|
|
2020
Q1 | $283K | Sell |
30,365
-14,718
| -33% | -$226K | ﹤0.01% | 2547 |
|
|
2019
Q4 | $880K | Sell |
45,083
-278
| -0.6% | -$4.98K | ﹤0.01% | 1935 |
|
|
2019
Q3 | $846K | Buy |
45,361
+2,155
| +5% | +$39.6K | ﹤0.01% | 1850 |
|
|
2019
Q2 | $791K | Buy |
43,206
+3,269
| +8% | +$61.4K | ﹤0.01% | 1904 |
|
|
2019
Q1 | $729K | Buy |
39,937
+3,250
| +9% | +$56.9K | ﹤0.01% | 1893 |
|
|
2018
Q4 | $537K | Sell |
36,687
-4,582
| -11% | -$79.9K | ﹤0.01% | 1987 |
|
|
2018
Q3 | $842K | Sell |
41,269
-346
| -0.8% | -$6.55K | ﹤0.01% | 1813 |
|
|
2018
Q2 | $857K | Buy |
41,615
+6,954
| +20% | +$129K | ﹤0.01% | 1725 |
|
|
2018
Q1 | $558K | Buy |
34,661
+1,086
| +3% | +$17.2K | ﹤0.01% | 2040 |
|
|
2017
Q4 | $510K | Buy |
33,575
+1,425
| +4% | +$21.2K | ﹤0.01% | 2059 |
|
|
2017
Q3 | $484K | Buy |
+32,150
| New | +$473K | ﹤0.01% | 1971 |
|
Other funds holding DMLP
AAA
HKAM
HBWM
AI
MB
MIM
RA
DIM
N