Sound Income Strategies’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
390,033
+18,536
| +5% | +$491K | 0.59% | 57 |
|
|
2025
Q1 | $13M | Buy |
371,497
+148,626
| +67% | +$5.19M | 0.77% | 45 |
|
|
2024
Q4 | $8.94M | Buy |
222,871
+15,863
| +8% | +$637K | 0.55% | 60 |
|
|
2024
Q3 | $11.3M | Buy |
207,008
+10,160
| +5% | +$555K | 0.73% | 50 |
|
|
2024
Q2 | $10.4M | Buy |
196,848
+12,044
| +7% | +$639K | 0.65% | 47 |
|
|
2024
Q1 | $10.7M | Buy |
184,804
+13,944
| +8% | +$808K | 0.8% | 39 |
|
|
2023
Q4 | $9.37M | Buy |
170,860
+12,413
| +8% | +$681K | 0.78% | 46 |
|
|
2023
Q3 | $8.17M | Buy |
158,447
+11,802
| +8% | +$609K | 0.69% | 45 |
|
|
2023
Q2 | $7.81M | Buy |
146,645
+10,563
| +8% | +$563K | 0.8% | 43 |
|
|
2023
Q1 | $7.46M | Buy |
136,082
+12,905
| +10% | +$707K | 0.81% | 43 |
|
|
2022
Q4 | $6.21M | Buy |
123,177
+11,390
| +10% | +$574K | 0.79% | 42 |
|
|
2022
Q3 | $4.91M | Buy |
111,787
+11,188
| +11% | +$492K | 0.71% | 41 |
|
|
2022
Q2 | $5.19M | Buy |
100,599
+8,854
| +10% | +$457K | 0.69% | 41 |
|
|
2022
Q1 | $5.85M | Buy |
91,745
+12,522
| +16% | +$798K | 0.67% | 40 |
|
|
2021
Q4 | $4.49M | Buy |
79,223
+4,465
| +6% | +$253K | 0.53% | 46 |
|
|
2021
Q3 | $4.3M | Buy |
74,758
+9,291
| +14% | +$535K | 0.56% | 40 |
|
|
2021
Q2 | $4.14M | Buy |
65,467
+14,978
| +30% | +$948K | 0.6% | 38 |
|
|
2021
Q1 | $3.23M | Buy |
50,489
+11,838
| +31% | +$757K | 0.55% | 41 |
|
|
2020
Q4 | $2.15M | Buy |
38,651
+9,846
| +34% | +$546K | 0.47% | 32 |
|
|
2020
Q3 | $1.36M | Buy |
28,805
+4,663
| +19% | +$219K | 0.37% | 36 |
|
|
2020
Q2 | $984K | Buy |
24,142
+12,420
| +106% | +$506K | 0.29% | 38 |
|
|
2020
Q1 | $343K | Buy |
11,722
+5,529
| +89% | +$162K | 0.12% | 50 |
|
|
2019
Q4 | $339K | Sell |
6,193
-302
| -5% | -$16.5K | 0.09% | 49 |
|
|
2019
Q3 | $309K | Sell |
6,495
-193
| -3% | -$9.18K | 0.09% | 47 |
|
|
2019
Q2 | $330K | Buy |
+6,688
| New | +$330K | 0.11% | 49 |
|