Private Advisory Group’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-213,177
| Closed | -$3.63M | – | 204 |
|
|
2024
Q4 | $3.63M | Buy |
213,177
+8,952
| +4% | +$153K | 0.41% | 61 |
|
|
2024
Q3 | $3.54M | Buy |
204,225
+7,323
| +4% | +$127K | 0.42% | 53 |
|
|
2024
Q2 | $3.14M | Sell |
196,902
-180,051
| -48% | -$2.87M | 0.41% | 61 |
|
|
2024
Q1 | $5.94M | Sell |
376,953
-1,548
| -0.4% | -$24.4K | 0.85% | 29 |
|
|
2023
Q4 | $5.13M | Sell |
378,501
-3,445
| -0.9% | -$46.7K | 0.89% | 32 |
|
|
2023
Q3 | $4.2M | Sell |
381,946
-8,471
| -2% | -$93.1K | 0.83% | 31 |
|
|
2023
Q2 | $4.11M | Buy |
390,417
+52,671
| +16% | +$555K | 0.81% | 30 |
|
|
2023
Q1 | $3.45M | Buy |
+337,746
| New | +$3.45M | 0.73% | 36 |
|