SkyOak Wealth’s Donnelley Financial Solutions DFIN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-4,115	Closed	-$271K	–	265
2024 Q3	$271K	Sell	4,115 -925	-18%	-$60.9K	0.06%	188
2024 Q2	$300K	Buy	+5,040	New	+$300K	0.07%	174