Oliver Lagore Vanvalin Investment Group’s Duff & Phelps Utility and Infrastructure Fund DPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.7K | Buy |
+3,000
| New | +$36.7K | 0.01% | 286 |
|
|
2024
Q4 | $35.1K | Hold |
3,000
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $35.2K | Hold |
3,000
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $29.5K | Hold |
3,000
| – | – | 0.01% | 294 |
|
|
2024
Q1 | $28.7K | Hold |
3,000
| – | – | 0.01% | 299 |
|
|
2023
Q4 | $27.5K | Hold |
3,000
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $25.9K | Hold |
3,000
| – | – | 0.01% | 317 |
|
|
2023
Q2 | $29.2K | Hold |
3,000
| – | – | 0.01% | 318 |
|
|
2023
Q1 | $40K | Buy |
3,000
+1,000
| +50% | +$13.3K | 0.02% | 208 |
|
|
2022
Q4 | $27K | Buy |
+2,000
| New | +$27K | 0.02% | 232 |
|