Semanteon Capital Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.53M	Buy	+6,256	New	+$1.53M	2.31%	4
2024 Q3	–	Sell	-6,867	Closed	-$1.16M	–	230
2024 Q2	$1.16M	Buy	+6,867	New	+$1.16M	0.82%	49