Pinnacle Financial Partners’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-378
| Closed | -$5.36K | – | 562 |
|
2023
Q1 | $5.36K | Hold |
378
| – | – | ﹤0.01% | 507 |
|
2022
Q4 | $5.61K | Hold |
378
| – | – | ﹤0.01% | 494 |
|
2022
Q3 | $5K | Hold |
378
| – | – | ﹤0.01% | 488 |
|
2022
Q2 | $6K | Hold |
378
| – | – | ﹤0.01% | 412 |
|
2022
Q1 | $6K | Hold |
378
| – | – | ﹤0.01% | 423 |
|
2021
Q4 | $7K | Hold |
378
| – | – | ﹤0.01% | 458 |
|
2021
Q3 | $7K | Hold |
378
| – | – | ﹤0.01% | 458 |
|
2021
Q2 | $8K | Hold |
378
| – | – | ﹤0.01% | 454 |
|
2021
Q1 | $7K | Hold |
378
| – | – | ﹤0.01% | 410 |
|
2020
Q4 | $7K | Hold |
378
| – | – | ﹤0.01% | 418 |
|
2020
Q3 | $7K | Hold |
378
| – | – | ﹤0.01% | 412 |
|
2020
Q2 | $7K | Hold |
378
| – | – | ﹤0.01% | 398 |
|
2020
Q1 | $6K | Hold |
378
| – | – | ﹤0.01% | 402 |
|
2019
Q4 | $8K | Buy |
+378
| New | +$8K | ﹤0.01% | 430 |
|
2019
Q2 | – | Sell |
-378
| Closed | -$8K | – | 380 |
|
2019
Q1 | $8K | Buy |
+378
| New | +$8K | ﹤0.01% | 403 |
|
2018
Q4 | – | Sell |
-378
| Closed | -$8K | – | 339 |
|
2018
Q3 | $8K | Hold |
378
| – | – | ﹤0.01% | 409 |
|
2018
Q2 | $8K | Hold |
378
| – | – | ﹤0.01% | 379 |
|
2018
Q1 | $8K | Buy |
+378
| New | +$8K | ﹤0.01% | 384 |
|
2016
Q4 | – | Sell |
-378
| Closed | -$10K | – | 243 |
|
2016
Q3 | $10K | Hold |
378
| – | – | ﹤0.01% | 281 |
|
2016
Q2 | $10K | Hold |
378
| – | – | ﹤0.01% | 270 |
|
2016
Q1 | $10K | Buy |
+378
| New | +$10K | ﹤0.01% | 245 |
|
2015
Q4 | – | Sell |
-378
| Closed | -$9K | – | 246 |
|
2015
Q3 | $9K | Hold |
378
| – | – | ﹤0.01% | 231 |
|
2015
Q2 | $9K | Hold |
378
| – | – | ﹤0.01% | 228 |
|
2015
Q1 | $9K | Hold |
378
| – | – | ﹤0.01% | 223 |
|
2014
Q4 | $9K | Hold |
378
| – | – | ﹤0.01% | 214 |
|
2014
Q3 | $9K | Hold |
378
| – | – | ﹤0.01% | 197 |
|
2014
Q2 | $9K | Buy |
+378
| New | +$9K | ﹤0.01% | 190 |
|