Oliver Luxxe Assets’s Diodes DIOD Stock Holding History

Oliver Luxxe Assets’s Portfolio DIOD Stock Details DIOD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65M	Sell	24,258 -6,679	-22%	-$678K	0.39%	82
2026 Q1	$2.11M	Buy	+30,937	New	+$1.95M	0.32%	123
2023 Q4	–	Sell	-7,670	Closed	-$605K	–	171
2023 Q3	$605K	Buy	7,670 +370	+5%	+$31.1K	0.16%	126
2023 Q2	$675K	Buy	7,300 +261	+4%	+$23K	0.17%	121
2023 Q1	$653K	Buy	7,039 +462	+7%	+$41.4K	0.17%	117
2022 Q4	$501K	Buy	6,577 +316	+5%	+$24.8K	0.14%	131
2022 Q3	$406K	Buy	6,261 +211	+3%	+$15.3K	0.13%	138
2022 Q2	$391K	Sell	6,050 -1,389	-19%	-$101K	0.12%	145
2022 Q1	$647K	Buy	7,439 +4,061	+120%	+$370K	0.16%	120
2021 Q4	$371K	Buy	3,378 +140	+4%	+$14.2K	0.09%	151
2021 Q3	$293K	Buy	+3,238	New	+$283K	0.08%	170

Other funds holding DIOD

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return