Mark Sheptoff Financial Planning’s Dillard's Capital Trust I 7.50% Capital Securities DDT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio DDT Stock Details DDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,400	Closed	-$62.5K	–	519
2026 Q1	$62.5K	Buy	+2,400	New	+$62.8K	0.03%	162

Mark Sheptoff Financial Planning's DDT Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of Dillard's Capital Trust I 7.50% Capital Securities (DDT) in Q2 2026, closing a stake of 2,400 shares — an estimated $62.5K sold.

Mark Sheptoff Financial Planning first reported a position in DDT in Q1 2026 and held it in 1 quarter. The position peaked at $62.5K in Q1 2026. 0 funds tracked by Wall St. Rank hold DDT as of Q2 2026.

Mark Sheptoff Financial Planning reported no remaining Dillard's Capital Trust I 7.50% Capital Securities position as of Q2 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 2,400 Dillard's Capital Trust I 7.50% Capital Securities shares in Q2 2026, an estimated $62.5K.
Mark Sheptoff Financial Planning first reported a position in Dillard's Capital Trust I 7.50% Capital Securities in Q1 2026 and held it in 1 quarter.
Mark Sheptoff Financial Planning's Dillard's Capital Trust I 7.50% Capital Securities position peaked at $62.5K in Q1 2026.
0 funds tracked by Wall St. Rank held Dillard's Capital Trust I 7.50% Capital Securities as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.