Ritholtz Wealth Management’s Donnelley Financial Solutions DFIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
10,531
-2,885
| -22% | -$178K | 0.01% | 565 |
|
|
2025
Q1 | $586K | Sell |
13,416
-1,720
| -11% | -$75.2K | 0.02% | 550 |
|
|
2024
Q4 | $949K | Sell |
15,136
-278
| -2% | -$17.4K | 0.03% | 375 |
|
|
2024
Q3 | $1.01M | Sell |
15,414
-45
| -0.3% | -$2.96K | 0.03% | 367 |
|
|
2024
Q2 | $922K | Sell |
15,459
-571
| -4% | -$34K | 0.03% | 366 |
|
|
2024
Q1 | $994K | Sell |
16,030
-51
| -0.3% | -$3.16K | 0.03% | 360 |
|
|
2023
Q4 | $1M | Sell |
16,081
-523
| -3% | -$32.6K | 0.04% | 315 |
|
|
2023
Q3 | $934K | Sell |
16,604
-1,284
| -7% | -$72.3K | 0.04% | 301 |
|
|
2023
Q2 | $814K | Buy |
17,888
+2,395
| +15% | +$109K | 0.04% | 326 |
|
|
2023
Q1 | $633K | Buy |
15,493
+2,880
| +23% | +$118K | 0.03% | 354 |
|
|
2022
Q4 | $487K | Buy |
12,613
+3,550
| +39% | +$137K | 0.03% | 368 |
|
|
2022
Q3 | $335K | Buy |
9,063
+1,129
| +14% | +$41.7K | 0.02% | 511 |
|
|
2022
Q2 | $232K | Sell |
7,934
-884
| -10% | -$25.8K | 0.01% | 470 |
|
|
2022
Q1 | $293K | Sell |
8,818
-309
| -3% | -$10.3K | 0.02% | 421 |
|
|
2021
Q4 | $430K | Sell |
9,127
-1,006
| -10% | -$47.4K | 0.03% | 328 |
|
|
2021
Q3 | $351K | Sell |
10,133
-2,122
| -17% | -$73.5K | 0.02% | 343 |
|
|
2021
Q2 | $404K | Buy |
12,255
+1,868
| +18% | +$61.6K | 0.03% | 302 |
|
|
2021
Q1 | $289K | Buy |
+10,387
| New | +$289K | 0.02% | 315 |
|