Prospera Financial Services’s Davis Select Financial ETF DFNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Sell |
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|
2025
Q1 | $841K | Buy |
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|
2024
Q4 | $803K | Sell |
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|
2024
Q3 | $808K | Sell |
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|
2024
Q2 | $742K | Sell |
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|
2024
Q1 | $752K | Buy |
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|
2023
Q4 | $681K | Buy |
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|
2023
Q3 | $486K | Buy |
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|
2023
Q2 | $488K | Sell |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $484K | Sell |
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|
2022
Q3 | $440K | Buy |
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|
2022
Q2 | $434K | Buy |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $497K | Buy |
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|
2021
Q3 | $494K | Sell |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $480K | Buy |
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