Sowell Financial Services’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.78M | Buy |
17,663
+137
| +0.8% | +$60.4K | 0.32% | 63 |
|
|
2025
Q1 | $7.36M | Sell |
17,526
-376
| -2% | -$158K | 0.33% | 62 |
|
|
2024
Q4 | $7.62M | Buy |
17,902
+3,740
| +26% | +$1.59M | 0.4% | 54 |
|
|
2024
Q3 | $6.01M | Sell |
14,162
-378
| -3% | -$160K | 0.28% | 90 |
|
|
2024
Q2 | $5.7M | Sell |
14,540
-485
| -3% | -$190K | 0.27% | 85 |
|
|
2024
Q1 | $5.99M | Sell |
15,025
-1,030
| -6% | -$411K | 0.28% | 89 |
|
|
2023
Q4 | $6.06M | Buy |
16,055
+114
| +0.7% | +$43.1K | 0.33% | 78 |
|
|
2023
Q3 | $5.35M | Buy |
15,941
+2,117
| +15% | +$711K | 0.34% | 78 |
|
|
2023
Q2 | $4.76M | Buy |
13,824
+4,194
| +44% | +$1.45M | 0.27% | 93 |
|
|
2023
Q1 | $3.2M | Buy |
+9,630
| New | +$3.2M | 0.25% | 97 |
|
|
2022
Q1 | – | Sell |
-20,712
| Closed | -$7.53M | – | 231 |
|
|
2021
Q4 | $7.53M | Buy |
20,712
+689
| +3% | +$250K | 0.43% | 50 |
|
|
2021
Q3 | $6.79M | Sell |
20,023
-343
| -2% | -$116K | 0.46% | 49 |
|
|
2021
Q2 | $7.04M | Sell |
20,366
-1,113
| -5% | -$384K | 0.47% | 50 |
|
|
2021
Q1 | $7.42M | Sell |
21,479
-199
| -0.9% | -$68.8K | 0.26% | 87 |
|
|
2020
Q4 | $6.63M | Sell |
21,678
-535
| -2% | -$164K | 0.28% | 76 |
|
|
2020
Q3 | $6.16M | Buy |
22,213
+5,940
| +37% | +$1.65M | 0.31% | 72 |
|
|
2020
Q2 | $4.2M | Buy |
16,273
+10,518
| +183% | +$2.71M | 0.23% | 99 |
|
|
2020
Q1 | $1.26M | Sell |
5,755
-25,636
| -82% | -$5.62M | 0.09% | 217 |
|
|
2019
Q4 | $8.95M | Buy |
31,391
+8,304
| +36% | +$2.37M | 0.68% | 26 |
|
|
2019
Q3 | $6.22M | Buy |
+23,087
| New | +$6.22M | 0.51% | 44 |
|
|
2019
Q1 | $7.43M | Sell |
28,683
-62
| -0.2% | -$16.1K | 0.83% | 27 |
|
|
2018
Q4 | $6.7M | Buy |
28,745
+17,744
| +161% | +$4.14M | 0.95% | 22 |
|
|
2018
Q3 | $2.91M | Buy |
11,001
+626
| +6% | +$166K | 0.42% | 50 |
|
|
2018
Q2 | $2.62M | Buy |
10,375
+1,722
| +20% | +$434K | 0.56% | 48 |
|
|
2018
Q1 | $2.07M | Buy |
8,653
+4,593
| +113% | +$1.1M | 0.52% | 52 |
|
|
2017
Q4 | $1.06M | Buy |
4,060
+453
| +13% | +$118K | 0.26% | 91 |
|
|
2017
Q3 | $845K | Buy |
3,607
+1,969
| +120% | +$461K | 0.22% | 97 |
|
|
2017
Q2 | $361K | Buy |
+1,638
| New | +$361K | 0.1% | 167 |
|
|
2017
Q1 | – | Sell |
-2,350
| Closed | -$485K | – | 327 |
|
|
2016
Q4 | $485K | Buy |
+2,350
| New | +$485K | 0.16% | 120 |
|