Steward Partners Investment Advisory’s Columbia Diversified Fixed Income Allocation ETF DIAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5K | Hold |
1,785
| – | – | ﹤0.01% | 2693 |
|
|
2025
Q1 | $31.9K | Hold |
1,785
| – | – | ﹤0.01% | 2602 |
|
|
2024
Q4 | $31.3K | Sell |
1,785
-395
| -18% | -$6.92K | ﹤0.01% | 2574 |
|
|
2024
Q3 | $40.3K | Hold |
2,180
| – | – | ﹤0.01% | 2342 |
|
|
2024
Q2 | $38.5K | Hold |
2,180
| – | – | ﹤0.01% | 2226 |
|
|
2024
Q1 | $38.8K | Sell |
2,180
-131
| -6% | -$2.33K | ﹤0.01% | 2231 |
|
|
2023
Q4 | $41.7K | Hold |
2,311
| – | – | ﹤0.01% | 2074 |
|
|
2023
Q3 | $38.9K | Hold |
2,311
| – | – | ﹤0.01% | 2025 |
|
|
2023
Q2 | $40.7K | Hold |
2,311
| – | – | ﹤0.01% | 1964 |
|
|
2023
Q1 | $41.3K | Hold |
2,311
| – | – | ﹤0.01% | 1944 |
|
|
2022
Q4 | $40K | Hold |
2,311
| – | – | ﹤0.01% | 1936 |
|
|
2022
Q3 | $39K | Hold |
2,311
| – | – | ﹤0.01% | 1906 |
|
|
2022
Q2 | $41K | Buy |
2,311
+102
| +5% | +$1.81K | ﹤0.01% | 1890 |
|
|
2022
Q1 | $43K | Buy |
2,209
+259
| +13% | +$5.04K | ﹤0.01% | 1987 |
|
|
2021
Q4 | $42K | Buy |
1,950
+447
| +30% | +$9.63K | ﹤0.01% | 1995 |
|
|
2021
Q3 | $32K | Sell |
1,503
-113
| -7% | -$2.41K | ﹤0.01% | 2096 |
|
|
2021
Q2 | $35K | Sell |
1,616
-992
| -38% | -$21.5K | ﹤0.01% | 3948 |
|
|
2021
Q1 | $55.1K | Buy |
2,608
+1,048
| +67% | +$22.1K | ﹤0.01% | 1935 |
|
|
2020
Q4 | $34K | Buy |
1,560
+707
| +83% | +$15.4K | ﹤0.01% | 1845 |
|
|
2020
Q3 | $18K | Buy |
853
+220
| +35% | +$4.64K | ﹤0.01% | 1926 |
|
|
2020
Q2 | $13K | Buy |
+633
| New | +$13K | ﹤0.01% | 1928 |
|