Shaker Financial Services’s DoubleLine Yield Opportunities Fund DLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
+83,413
| New | +$1.3M | 0.47% | 67 |
|
|
2025
Q1 | – | Sell |
-20,884
| Closed | -$331K | – | 158 |
|
|
2024
Q4 | $331K | Buy |
+20,884
| New | +$331K | 0.13% | 145 |
|
|
2024
Q3 | – | Sell |
-13,431
| Closed | -$212K | – | 162 |
|
|
2024
Q2 | $212K | Buy |
13,431
+1,831
| +16% | +$28.9K | 0.09% | 145 |
|
|
2024
Q1 | $185K | Buy |
+11,600
| New | +$185K | 0.07% | 145 |
|
|
2022
Q4 | – | Sell |
-37,859
| Closed | -$511K | – | 152 |
|
|
2022
Q3 | $511K | Sell |
37,859
-13,318
| -26% | -$180K | 0.25% | 96 |
|
|
2022
Q2 | $734K | Buy |
51,177
+5,862
| +13% | +$84.1K | 0.36% | 75 |
|
|
2022
Q1 | $759K | Sell |
45,315
-49,932
| -52% | -$836K | 0.29% | 93 |
|
|
2021
Q4 | $1.78M | Buy |
+95,247
| New | +$1.78M | 0.63% | 58 |
|