RIA
Recurrent Investment Advisors’s Dow Inc DOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Hold |
28,262
| – | – | 0.06% | 55 |
|
|
2025
Q1 | $987K | Buy |
28,262
+1,481
| +6% | +$51.7K | 0.08% | 48 |
|
|
2024
Q4 | $1.07M | Sell |
26,781
-1,924
| -7% | -$77.2K | 0.1% | 43 |
|
|
2024
Q3 | $1.57M | Sell |
28,705
-2,027
| -7% | -$111K | 0.16% | 33 |
|
|
2024
Q2 | $1.63M | Sell |
30,732
-801
| -3% | -$42.5K | 0.17% | 33 |
|
|
2024
Q1 | $1.83M | Buy |
31,533
+6,000
| +23% | +$348K | 0.21% | 30 |
|
|
2023
Q4 | $1.4M | Sell |
25,533
-2,831
| -10% | -$155K | 0.21% | 30 |
|
|
2023
Q3 | $1.46M | Buy |
28,364
+29
| +0.1% | +$1.5K | 0.21% | 34 |
|
|
2023
Q2 | $1.51M | Buy |
28,335
+2,710
| +11% | +$144K | 0.26% | 37 |
|
|
2023
Q1 | $1.4M | Buy |
25,625
+6,600
| +35% | +$362K | 0.28% | 33 |
|
|
2022
Q4 | $959K | Buy |
19,025
+6,500
| +52% | +$328K | 0.2% | 37 |
|
|
2022
Q3 | $550K | Buy |
+12,525
| New | +$550K | 0.15% | 41 |
|