Petrus Trust Company’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,313
| Closed | -$481K | – | 620 |
|
|
2024
Q3 | $481K | Hold |
7,313
| – | – | 0.05% | 240 |
|
|
2024
Q2 | $436K | Hold |
7,313
| – | – | 0.04% | 276 |
|
|
2024
Q1 | $453K | Hold |
7,313
| – | – | 0.04% | 254 |
|
|
2023
Q4 | $456K | Sell |
7,313
-2,006
| -22% | -$125K | 0.04% | 261 |
|
|
2023
Q3 | $524K | Buy |
9,319
+3,111
| +50% | +$175K | 0.06% | 165 |
|
|
2023
Q2 | $283K | Buy |
+6,208
| New | +$283K | 0.03% | 396 |
|