Nisa Investment Advisors’s Deluxe DLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$582K Buy
36,580
+4,041
+12% +$64.3K ﹤0.01% 956
2025
Q1
$514K Sell
32,539
-3,870
-11% -$61.2K ﹤0.01% 993
2024
Q4
$822K Sell
36,409
-4,176
-10% -$94.3K ﹤0.01% 925
2024
Q3
$791K Buy
40,585
+401
+1% +$7.82K ﹤0.01% 914
2024
Q2
$903K Buy
40,184
+13,600
+51% +$305K 0.01% 914
2024
Q1
$547K Sell
26,584
-3,655
-12% -$75.3K ﹤0.01% 1053
2023
Q4
$649K Sell
30,239
-8,000
-21% -$172K ﹤0.01% 976
2023
Q3
$722K Buy
38,239
+13,300
+53% +$251K 0.01% 959
2023
Q2
$436K Sell
24,939
-6,100
-20% -$107K ﹤0.01% 1115
2023
Q1
$497K Sell
31,039
-12,700
-29% -$203K ﹤0.01% 1068
2022
Q4
$743K Buy
43,739
+18,700
+75% +$318K 0.01% 994
2022
Q3
$417K Sell
25,039
-761
-3% -$12.7K ﹤0.01% 1088
2022
Q2
$559K Sell
25,800
-2,270
-8% -$49.2K ﹤0.01% 1013
2022
Q1
$849K Hold
28,070
0.01% 928
2021
Q4
$845K Sell
28,070
-280
-1% -$8.43K 0.01% 878
2021
Q3
$1.02K Hold
28,350
0.01% 898
2021
Q2
$1.35K Sell
28,350
-735
-3% -$35 0.01% 828
2021
Q1
$1.22K Hold
29,085
0.01% 881
2020
Q4
$849K Buy
29,085
+950
+3% +$27.7K 0.01% 995
2020
Q3
$724K Buy
28,135
+1,590
+6% +$40.9K 0.01% 919
2020
Q2
$625K Sell
26,545
-500
-2% -$11.8K 0.01% 941
2020
Q1
$701K Hold
27,045
0.01% 819
2019
Q4
$1.35M Sell
27,045
-3,300
-11% -$165K 0.01% 775
2019
Q3
$1.49M Hold
30,345
0.01% 740
2019
Q2
$1.23M Hold
30,345
0.01% 787
2019
Q1
$1.33M Sell
30,345
-2,650
-8% -$116K 0.01% 749
2018
Q4
$1.27M Buy
32,995
+2,650
+9% +$102K 0.01% 698
2018
Q3
$1.73M Hold
30,345
0.02% 715
2018
Q2
$2.01M Hold
30,345
0.02% 600
2018
Q1
$2.24M Sell
30,345
-25
-0.1% -$1.84K 0.02% 568
2017
Q4
$2.33M Hold
30,370
0.02% 560
2017
Q3
$2.22M Hold
30,370
0.02% 554
2017
Q2
$2.1M Sell
30,370
-900
-3% -$62.2K 0.02% 568
2017
Q1
$2.26M Sell
31,270
-230
-0.7% -$16.6K 0.03% 571
2016
Q4
$2.26M Hold
31,500
0.03% 564
2016
Q3
$2.11M Hold
31,500
0.03% 564
2016
Q2
$2.09M Hold
31,500
0.03% 542
2016
Q1
$1.97M Buy
31,500
+400
+1% +$25K 0.03% 549
2015
Q4
$1.7M Hold
31,100
0.02% 586
2015
Q3
$1.73M Hold
31,100
0.03% 581
2015
Q2
$1.93M Sell
31,100
-800
-3% -$49.6K 0.03% 578
2015
Q1
$2.21M Buy
31,900
+500
+2% +$34.6K 0.03% 548
2014
Q4
$1.96M Hold
31,400
0.03% 593
2014
Q3
$1.73M Sell
31,400
-100
-0.3% -$5.52K 0.02% 604
2014
Q2
$1.85M Sell
31,500
-400
-1% -$23.4K 0.03% 598
2014
Q1
$1.67M Hold
31,900
0.02% 618
2013
Q4
$1.67M Hold
31,900
0.02% 606
2013
Q3
$1.33M Hold
31,900
0.02% 667
2013
Q2
$1.11M Buy
+31,900
New +$1.11M 0.02% 734