LPL Financial’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $31.2M | Buy |
1,176,808
+120,185
| +11% | +$3.18M | 0.01% | 999 |
|
2025
Q1 | $36.9M | Buy |
1,056,623
+80,701
| +8% | +$2.82M | 0.01% | 827 |
|
2024
Q4 | $39.2M | Sell |
975,922
-272,571
| -22% | -$10.9M | 0.02% | 764 |
|
2024
Q3 | $68.2M | Buy |
1,248,493
+59,995
| +5% | +$3.28M | 0.03% | 501 |
|
2024
Q2 | $63M | Buy |
1,188,498
+54,483
| +5% | +$2.89M | 0.03% | 489 |
|
2024
Q1 | $65.7M | Sell |
1,134,015
-103,644
| -8% | -$6M | 0.04% | 453 |
|
2023
Q4 | $67.9M | Sell |
1,237,659
-48,470
| -4% | -$2.66M | 0.04% | 405 |
|
2023
Q3 | $66.3M | Buy |
1,286,129
+46,651
| +4% | +$2.41M | 0.05% | 358 |
|
2023
Q2 | $66M | Buy |
1,239,478
+48,582
| +4% | +$2.59M | 0.05% | 348 |
|
2023
Q1 | $65.3M | Buy |
1,190,896
+96,330
| +9% | +$5.28M | 0.05% | 340 |
|
2022
Q4 | $55.2M | Buy |
1,094,566
+95,813
| +10% | +$4.83M | 0.05% | 368 |
|
2022
Q3 | $43.9M | Buy |
998,753
+59,463
| +6% | +$2.61M | 0.04% | 384 |
|
2022
Q2 | $48.5M | Buy |
939,290
+49,329
| +6% | +$2.55M | 0.05% | 354 |
|
2022
Q1 | $56.7M | Buy |
889,961
+174,671
| +24% | +$11.1M | 0.05% | 335 |
|
2021
Q4 | $40.6M | Buy |
715,290
+144,819
| +25% | +$8.21M | 0.03% | 415 |
|
2021
Q3 | $32.8M | Buy |
570,471
+17,664
| +3% | +$1.02M | 0.03% | 441 |
|
2021
Q2 | $35M | Buy |
552,807
+167,077
| +43% | +$10.6M | 0.04% | 408 |
|
2021
Q1 | $24.7M | Buy |
385,730
+52,958
| +16% | +$3.39M | 0.03% | 468 |
|
2020
Q4 | $18.5M | Sell |
332,772
-4,952
| -1% | -$275K | 0.02% | 501 |
|
2020
Q3 | $15.9M | Sell |
337,724
-53,427
| -14% | -$2.51M | 0.02% | 468 |
|
2020
Q2 | $15.9M | Buy |
391,151
+2,688
| +0.7% | +$110K | 0.03% | 435 |
|
2020
Q1 | $11.4M | Buy |
388,463
+129,108
| +50% | +$3.78M | 0.02% | 464 |
|
2019
Q4 | $14.2M | Buy |
259,355
+41,162
| +19% | +$2.25M | 0.03% | 459 |
|
2019
Q3 | $10.4M | Buy |
218,193
+30,791
| +16% | +$1.47M | 0.02% | 521 |
|
2019
Q2 | $9.24M | Buy |
+187,402
| New | +$9.24M | 0.02% | 545 |
|