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SOA Wealth Advisors’s Dolphin Entertainment DLPN Stock Holding History

SOA Wealth Advisors’s Portfolio DLPN Stock Details DLPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-424,897
Closed -$455K – 893
2024
Q4 		$455K Sell
424,897
-129,595
-23% -$156K 0.08% 119
2024
Q3 		$699K Buy
+554,492
New +$841K 0.13% 91

Other funds holding DLPN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HWM
Hohimer Wealth Management Seattle, Washington $847M AUM 29.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SOA Wealth Advisors's DLPN Position: Q1 2025 in Review

SOA Wealth Advisors sold out of Dolphin Entertainment (DLPN) in Q1 2025, closing a stake of 424,897 shares — an estimated $455K sold.

SOA Wealth Advisors first reported a position in DLPN in Q3 2024 and held it in 2 quarters. The position peaked at $699K in Q3 2024. 15 funds tracked by Wall St. Rank hold DLPN as of Q1 2025.

  • SOA Wealth Advisors reported no remaining Dolphin Entertainment position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 424,897 Dolphin Entertainment shares in Q1 2025, an estimated $455K.
  • SOA Wealth Advisors first reported a position in Dolphin Entertainment in Q3 2024 and held it in 2 quarters.
  • SOA Wealth Advisors's Dolphin Entertainment position peaked at $699K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Dolphin Entertainment as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.