Steward Partners Investment Advisory’s Dolby DLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Buy |
1,587
+194
| +14% | +$14.4K | ﹤0.01% | 2019 |
|
|
2025
Q1 | $112K | Sell |
1,393
-917
| -40% | -$73.6K | ﹤0.01% | 1949 |
|
|
2024
Q4 | $180K | Buy |
2,310
+54
| +2% | +$4.22K | ﹤0.01% | 1670 |
|
|
2024
Q3 | $173K | Buy |
2,256
+1,105
| +96% | +$84.6K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $91.2K | Sell |
1,151
-11
| -0.9% | -$871 | ﹤0.01% | 1825 |
|
|
2024
Q1 | $97.3K | Buy |
1,162
+142
| +14% | +$11.9K | ﹤0.01% | 1780 |
|
|
2023
Q4 | $87.9K | Sell |
1,020
-46
| -4% | -$3.97K | ﹤0.01% | 1749 |
|
|
2023
Q3 | $84.5K | Buy |
1,066
+238
| +29% | +$18.9K | ﹤0.01% | 1653 |
|
|
2023
Q2 | $69.3K | Hold |
828
| – | – | ﹤0.01% | 1748 |
|
|
2023
Q1 | $70.7K | Buy |
828
+94
| +13% | +$8.03K | ﹤0.01% | 1720 |
|
|
2022
Q4 | $51.8K | Sell |
734
-15
| -2% | -$1.06K | ﹤0.01% | 1823 |
|
|
2022
Q3 | $49K | Sell |
749
-17
| -2% | -$1.11K | ﹤0.01% | 1796 |
|
|
2022
Q2 | $55K | Sell |
766
-253
| -25% | -$18.2K | ﹤0.01% | 1758 |
|
|
2022
Q1 | $80K | Buy |
1,019
+286
| +39% | +$22.5K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $70K | Hold |
733
| – | – | ﹤0.01% | 1743 |
|
|
2021
Q3 | $65K | Buy |
733
+57
| +8% | +$5.06K | ﹤0.01% | 1751 |
|
|
2021
Q2 | $66K | Sell |
676
-426
| -39% | -$41.6K | ﹤0.01% | 2805 |
|
|
2021
Q1 | $109K | Buy |
1,102
+426
| +63% | +$42.1K | ﹤0.01% | 1576 |
|
|
2020
Q4 | $66K | Sell |
676
-20
| -3% | -$1.95K | ﹤0.01% | 1532 |
|
|
2020
Q3 | $46K | Buy |
696
+21
| +3% | +$1.39K | ﹤0.01% | 1536 |
|
|
2020
Q2 | $44K | Hold |
675
| – | – | ﹤0.01% | 1464 |
|
|
2020
Q1 | $36K | Buy |
675
+1
| +0.1% | +$53 | ﹤0.01% | 1384 |
|
|
2019
Q4 | $46K | Hold |
674
| – | – | ﹤0.01% | 1433 |
|
|
2019
Q3 | $43K | Buy |
674
+430
| +176% | +$27.4K | ﹤0.01% | 1418 |
|
|
2019
Q2 | $15K | Buy |
+244
| New | +$15K | ﹤0.01% | 1809 |
|
|
2018
Q4 | – | Sell |
-278
| Closed | -$19K | – | 1083 |
|
|
2018
Q3 | $19K | Buy |
278
+2
| +0.7% | +$137 | ﹤0.01% | 1574 |
|
|
2018
Q2 | $17K | Buy |
276
+48
| +21% | +$2.96K | ﹤0.01% | 1527 |
|
|
2018
Q1 | $14K | Sell |
228
-71
| -24% | -$4.36K | ﹤0.01% | 1463 |
|
|
2017
Q4 | $18K | Buy |
299
+173
| +137% | +$10.4K | ﹤0.01% | 1152 |
|
|
2017
Q3 | $7K | Hold |
126
| – | – | ﹤0.01% | 1198 |
|
|
2017
Q2 | $6K | Buy |
126
+18
| +17% | +$857 | ﹤0.01% | 1165 |
|
|
2017
Q1 | $5K | Buy |
108
+70
| +184% | +$3.24K | ﹤0.01% | 1113 |
|
|
2016
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 800 |
|