LPL Financial’s Dun & Bradstreet DNB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,945
| Closed | -$277K | – | 5418 |
|
|
2025
Q1 | $277K | Sell |
30,945
-14,690
| -32% | -$131K | ﹤0.01% | 4532 |
|
|
2024
Q4 | $569K | Buy |
45,635
+18,316
| +67% | +$228K | ﹤0.01% | 3934 |
|
|
2024
Q3 | $314K | Buy |
27,319
+7,480
| +38% | +$86.1K | ﹤0.01% | 4306 |
|
|
2024
Q2 | $184K | Buy |
19,839
+5,106
| +35% | +$47.3K | ﹤0.01% | 4499 |
|
|
2024
Q1 | $148K | Buy |
14,733
+875
| +6% | +$8.79K | ﹤0.01% | 4505 |
|
|
2023
Q4 | $162K | Sell |
13,858
-486
| -3% | -$5.69K | ﹤0.01% | 4383 |
|
|
2023
Q3 | $143K | Buy |
14,344
+2,209
| +18% | +$22.1K | ﹤0.01% | 4284 |
|
|
2023
Q2 | $140K | Buy |
12,135
+391
| +3% | +$4.52K | ﹤0.01% | 4206 |
|
|
2023
Q1 | $138K | Buy |
+11,744
| New | +$138K | ﹤0.01% | 4112 |
|
|
2021
Q4 | – | Sell |
-14,500
| Closed | -$244K | – | 4350 |
|
|
2021
Q3 | $244K | Buy |
+14,500
| New | +$244K | ﹤0.01% | 3781 |
|