Nisa Investment Advisors’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9K | Buy |
388
+179
| +86% | +$11K | ﹤0.01% | 1854 |
|
|
2025
Q1 | $9.14K | Buy |
209
+19
| +10% | +$830 | ﹤0.01% | 2122 |
|
|
2024
Q4 | $11.9K | Sell |
190
-87
| -31% | -$5.46K | ﹤0.01% | 2090 |
|
|
2024
Q3 | $18.2K | Buy |
277
+51
| +23% | +$3.36K | ﹤0.01% | 1938 |
|
|
2024
Q2 | $13.5K | Sell |
226
-258
| -53% | -$15.4K | ﹤0.01% | 2064 |
|
|
2024
Q1 | $30K | Buy |
484
+17
| +4% | +$1.05K | ﹤0.01% | 1773 |
|
|
2023
Q4 | $29.1K | Buy |
467
+7
| +2% | +$437 | ﹤0.01% | 1761 |
|
|
2023
Q3 | $25.9K | Hold |
460
| – | – | ﹤0.01% | 1928 |
|
|
2023
Q2 | $20.9K | Buy |
460
+300
| +188% | +$13.7K | ﹤0.01% | 2085 |
|
|
2023
Q1 | $7K | Sell |
160
-10,650
| -99% | -$466K | ﹤0.01% | 2200 |
|
|
2022
Q4 | $418K | Sell |
10,810
-10
| -0.1% | -$387 | ﹤0.01% | 1167 |
|
|
2022
Q3 | $401K | Buy |
10,820
+170
| +2% | +$6.3K | ﹤0.01% | 1108 |
|
|
2022
Q2 | $312K | Hold |
10,650
| – | – | ﹤0.01% | 1189 |
|
|
2022
Q1 | $354K | Hold |
10,650
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q4 | $396K | Hold |
10,650
| – | – | ﹤0.01% | 1076 |
|
|
2021
Q3 | $369 | Hold |
10,650
| – | – | ﹤0.01% | 1212 |
|
|
2021
Q2 | $351 | Hold |
10,650
| – | – | ﹤0.01% | 1234 |
|
|
2021
Q1 | $296 | Sell |
10,650
-6,100
| -36% | -$170 | ﹤0.01% | 1346 |
|
|
2020
Q4 | $284K | Hold |
16,750
| – | – | ﹤0.01% | 1344 |
|
|
2020
Q3 | $224K | Hold |
16,750
| – | – | ﹤0.01% | 1275 |
|
|
2020
Q2 | $141K | Buy |
16,750
+13,100
| +359% | +$110K | ﹤0.01% | 1361 |
|
|
2020
Q1 | $19K | Hold |
3,650
| – | – | ﹤0.01% | 1715 |
|
|
2019
Q4 | $38K | Buy |
3,650
+1,600
| +78% | +$16.7K | ﹤0.01% | 1575 |
|
|
2019
Q3 | $25K | Sell |
2,050
-1,311
| -39% | -$16K | ﹤0.01% | 1609 |
|
|
2019
Q2 | $45K | Hold |
3,361
| – | – | ﹤0.01% | 1518 |
|
|
2019
Q1 | $50K | Buy |
3,361
+800
| +31% | +$11.9K | ﹤0.01% | 1525 |
|
|
2018
Q4 | $36K | Hold |
2,561
| – | – | ﹤0.01% | 1482 |
|
|
2018
Q3 | $46K | Hold |
2,561
| – | – | ﹤0.01% | 1480 |
|
|
2018
Q2 | $44K | Sell |
2,561
-137
| -5% | -$2.35K | ﹤0.01% | 1469 |
|
|
2018
Q1 | $47K | Hold |
2,698
| – | – | ﹤0.01% | 1435 |
|
|
2017
Q4 | $53K | Sell |
2,698
-10,500
| -80% | -$206K | ﹤0.01% | 1455 |
|
|
2017
Q3 | $285K | Buy |
13,198
+10,500
| +389% | +$227K | ﹤0.01% | 1172 |
|
|
2017
Q2 | $62K | Hold |
2,698
| – | – | ﹤0.01% | 1397 |
|
|
2017
Q1 | $52K | Hold |
2,698
| – | – | ﹤0.01% | 1437 |
|
|
2016
Q4 | $62K | Buy |
+2,698
| New | +$62K | ﹤0.01% | 1407 |
|