Steward Partners Investment Advisory’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12
| Closed | -$790 | – | 4002 |
|
|
2024
Q3 | $790 | Hold |
12
| – | – | ﹤0.01% | 3552 |
|
|
2024
Q2 | $715 | Hold |
12
| – | – | ﹤0.01% | 3430 |
|
|
2024
Q1 | $744 | Hold |
12
| – | – | ﹤0.01% | 3397 |
|
|
2023
Q4 | $748 | Hold |
12
| – | – | ﹤0.01% | 3329 |
|
|
2023
Q3 | $675 | Hold |
12
| – | – | ﹤0.01% | 3232 |
|
|
2023
Q2 | $546 | Buy |
+12
| New | +$546 | ﹤0.01% | 3188 |
|
|
2021
Q1 | – | Sell |
-137
| Closed | -$2K | – | 3435 |
|
|
2020
Q4 | $2K | Hold |
137
| – | – | ﹤0.01% | 2692 |
|
|
2020
Q3 | $2K | Hold |
137
| – | – | ﹤0.01% | 2562 |
|
|
2020
Q2 | $1K | Hold |
137
| – | – | ﹤0.01% | 2556 |
|
|
2020
Q1 | $0 | Hold |
137
| – | – | ﹤0.01% | 2532 |
|
|
2019
Q4 | $1K | Hold |
137
| – | – | ﹤0.01% | 2498 |
|
|
2019
Q3 | $1K | Hold |
137
| – | – | ﹤0.01% | 2512 |
|
|
2019
Q2 | $1K | Buy |
+137
| New | +$1K | ﹤0.01% | 2518 |
|
|
2018
Q3 | – | Sell |
-19
| Closed | – | – | 2609 |
|
|
2018
Q2 | $0 | Buy |
+19
| New | – | ﹤0.01% | 2465 |
|
|
2017
Q4 | – | Sell |
-15
| Closed | – | – | 1880 |
|
|
2017
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1687 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1635 |
|
|
2017
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1520 |
|
|
2016
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 867 |
|