Sovereign Financial Group’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.24M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $976K | Buy |
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|
2024
Q4 | $926K | Sell |
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|
2024
Q3 | $1.1M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.61M | Buy |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $682K | Buy |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $527K | Sell |
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|
2022
Q4 | $566K | Buy |
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|
2022
Q3 | $449K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $255K | Hold |
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|
2021
Q1 | $255K | Buy |
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