Shufro Rose & Co’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,539
| Closed | -$262K | – | 311 |
|
2024
Q4 | $262K | Buy |
6,539
+952
| +17% | +$38.2K | 0.02% | 238 |
|
2024
Q3 | $296K | Hold |
5,587
| – | – | 0.02% | 235 |
|
2024
Q2 | $296K | Buy |
5,587
+480
| +9% | +$25.5K | 0.02% | 235 |
|
2024
Q1 | $296K | Sell |
5,107
-386
| -7% | -$22.4K | 0.02% | 232 |
|
2023
Q4 | $283K | Hold |
5,493
| – | – | 0.03% | 222 |
|
2023
Q3 | $283K | Hold |
5,493
| – | – | 0.03% | 220 |
|
2023
Q2 | $293K | Sell |
5,493
-600
| -10% | -$32K | 0.03% | 227 |
|
2023
Q1 | $334K | Hold |
6,093
| – | – | 0.03% | 212 |
|
2022
Q4 | $307K | Hold |
6,093
| – | – | 0.03% | 234 |
|
2022
Q3 | $268K | Buy |
6,093
+386
| +7% | +$17K | 0.03% | 232 |
|
2022
Q2 | $295K | Buy |
+5,707
| New | +$295K | 0.03% | 223 |
|
2021
Q1 | – | Sell |
-4,333
| Closed | -$240K | – | 298 |
|
2020
Q4 | $240K | Sell |
4,333
-272
| -6% | -$15.1K | 0.02% | 229 |
|
2020
Q3 | $217K | Sell |
4,605
-1,991
| -30% | -$93.8K | 0.02% | 233 |
|
2020
Q2 | $269K | Sell |
6,596
-2,533
| -28% | -$103K | 0.03% | 211 |
|
2020
Q1 | $267K | Sell |
9,129
-1,736
| -16% | -$50.8K | 0.03% | 210 |
|
2019
Q4 | $595K | Sell |
10,865
-1,246
| -10% | -$68.2K | 0.05% | 149 |
|
2019
Q3 | $577K | Buy |
+12,111
| New | +$577K | 0.06% | 145 |
|