LRI Investments’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 | $123K | Buy |
4,659
+1,145
| +33% | +$30.3K | 0.01% | 387 |
|
|
2025
Q1 | $123K | Hold |
3,514
| – | – | 0.01% | 373 |
|
|
2024
Q4 | $141K | Sell |
3,514
-500
| -12% | -$20.1K | 0.01% | 352 |
|
|
2024
Q3 | $179K | Sell |
4,014
-89
| -2% | -$3.97K | 0.02% | 303 |
|
|
2024
Q2 | $218K | Buy |
4,103
+463
| +13% | +$24.6K | 0.02% | 236 |
|
|
2024
Q1 | $211K | Buy |
+3,640
| New | +$211K | 0.05% | 132 |
|