Sheaff Brock Investment Advisors’s Dynex Capital DX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $794K | Buy |
61,009
+16
| +0% | +$208 | 0.07% | 198 |
|
|
2024
Q4 | $772K | Buy |
+60,993
| New | +$772K | 0.07% | 199 |
|
|
2023
Q3 | – | Sell |
-18,575
| Closed | -$234K | – | 462 |
|
|
2023
Q2 | $234K | Hold |
18,575
| – | – | 0.02% | 390 |
|
|
2023
Q1 | $225K | Buy |
18,575
+392
| +2% | +$4.75K | 0.02% | 395 |
|
|
2022
Q4 | $231K | Buy |
18,183
+2,020
| +12% | +$25.7K | 0.02% | 388 |
|
|
2022
Q3 | $188K | Buy |
+16,163
| New | +$188K | 0.02% | 409 |
|