Steward Partners Investment Advisory’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25K | Hold |
1,627
| – | – | ﹤0.01% | 2813 |
|
|
2025
Q1 | $25.4K | Sell |
1,627
-578
| -26% | -$9.03K | ﹤0.01% | 2693 |
|
|
2024
Q4 | $34.2K | Sell |
2,205
-66
| -3% | -$1.02K | ﹤0.01% | 2538 |
|
|
2024
Q3 | $35.9K | Hold |
2,271
| – | – | ﹤0.01% | 2401 |
|
|
2024
Q2 | $34.9K | Sell |
2,271
-68
| -3% | -$1.04K | ﹤0.01% | 2275 |
|
|
2024
Q1 | $36.1K | Hold |
2,339
| – | – | ﹤0.01% | 2263 |
|
|
2023
Q4 | $35.9K | Hold |
2,339
| – | – | ﹤0.01% | 2127 |
|
|
2023
Q3 | $34.1K | Hold |
2,339
| – | – | ﹤0.01% | 2077 |
|
|
2023
Q2 | $33.9K | Hold |
2,339
| – | – | ﹤0.01% | 2047 |
|
|
2023
Q1 | $33.2K | Sell |
2,339
-5,666
| -71% | -$80.3K | ﹤0.01% | 2038 |
|
|
2022
Q4 | $119K | Buy |
+8,005
| New | +$119K | ﹤0.01% | 1478 |
|