Sigma Planning Corp’s Quest Diagnostics DGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
5,110
-242
| -5% | -$43.5K | 0.03% | 526 |
|
|
2025
Q1 | $906K | Sell |
5,352
-145
| -3% | -$24.5K | 0.03% | 524 |
|
|
2024
Q4 | $829K | Buy |
5,497
+124
| +2% | +$18.7K | 0.03% | 558 |
|
|
2024
Q3 | $834K | Buy |
5,373
+416
| +8% | +$64.6K | 0.03% | 561 |
|
|
2024
Q2 | $678K | Buy |
4,957
+605
| +14% | +$82.8K | 0.02% | 606 |
|
|
2024
Q1 | $579K | Buy |
4,352
+2,557
| +142% | +$340K | 0.02% | 707 |
|
|
2023
Q4 | $247K | Sell |
1,795
-5,990
| -77% | -$826K | 0.02% | 695 |
|
|
2023
Q3 | $949K | Buy |
7,785
+67
| +0.9% | +$8.17K | 0.04% | 479 |
|
|
2023
Q2 | $1.08M | Buy |
7,718
+220
| +3% | +$30.9K | 0.04% | 424 |
|
|
2023
Q1 | $1.06M | Sell |
7,498
-3,963
| -35% | -$561K | 0.04% | 489 |
|
|
2022
Q4 | $1.79M | Sell |
11,461
-147
| -1% | -$23K | 0.06% | 306 |
|
|
2022
Q3 | $1.42M | Buy |
11,608
+244
| +2% | +$29.9K | 0.05% | 339 |
|
|
2022
Q2 | $1.51M | Buy |
11,364
+6,412
| +129% | +$853K | 0.05% | 332 |
|
|
2022
Q1 | $678K | Buy |
4,952
+264
| +6% | +$36.1K | 0.02% | 703 |
|
|
2021
Q4 | $811K | Buy |
4,688
+312
| +7% | +$54K | 0.02% | 625 |
|
|
2021
Q3 | $636K | Sell |
4,376
-190
| -4% | -$27.6K | 0.02% | 705 |
|
|
2021
Q2 | $603K | Sell |
4,566
-91
| -2% | -$12K | 0.02% | 740 |
|
|
2021
Q1 | $598K | Buy |
4,657
+770
| +20% | +$98.9K | 0.02% | 692 |
|
|
2020
Q4 | $463K | Buy |
3,887
+240
| +7% | +$28.6K | 0.02% | 711 |
|
|
2020
Q3 | $418K | Buy |
3,647
+56
| +2% | +$6.42K | 0.02% | 659 |
|
|
2020
Q2 | $409K | Buy |
3,591
+116
| +3% | +$13.2K | 0.02% | 662 |
|
|
2020
Q1 | $279K | Buy |
3,475
+485
| +16% | +$38.9K | 0.02% | 670 |
|
|
2019
Q4 | $319K | Sell |
2,990
-41
| -1% | -$4.37K | 0.01% | 762 |
|
|
2019
Q3 | $324K | Buy |
3,031
+21
| +0.7% | +$2.25K | 0.02% | 726 |
|
|
2019
Q2 | $307K | Sell |
3,010
-167
| -5% | -$17K | 0.02% | 715 |
|
|
2019
Q1 | $286K | Buy |
3,177
+45
| +1% | +$4.05K | 0.02% | 693 |
|
|
2018
Q4 | $261K | Buy |
3,132
+466
| +17% | +$38.8K | 0.02% | 645 |
|
|
2018
Q3 | $288K | Buy |
2,666
+397
| +17% | +$42.9K | 0.02% | 703 |
|
|
2018
Q2 | $250K | Sell |
2,269
-255
| -10% | -$28.1K | 0.02% | 725 |
|
|
2018
Q1 | $253K | Buy |
2,524
+187
| +8% | +$18.7K | 0.02% | 672 |
|
|
2017
Q4 | $230K | Buy |
+2,337
| New | +$230K | 0.02% | 713 |
|