Steward Partners Investment Advisory’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
60,432
-6,405
| -10% | -$170K | 0.01% | 793 |
|
|
2025
Q1 | $2.33M | Sell |
66,837
-1,586
| -2% | -$55.4K | 0.02% | 621 |
|
|
2024
Q4 | $2.75M | Sell |
68,423
-10,787
| -14% | -$433K | 0.02% | 543 |
|
|
2024
Q3 | $4.33M | Buy |
79,210
+8,362
| +12% | +$457K | 0.04% | 399 |
|
|
2024
Q2 | $3.76M | Sell |
70,848
-2,043
| -3% | -$108K | 0.04% | 403 |
|
|
2024
Q1 | $4.22M | Buy |
72,891
+1,538
| +2% | +$89.1K | 0.05% | 371 |
|
|
2023
Q4 | $3.91M | Buy |
71,353
+2,929
| +4% | +$161K | 0.05% | 334 |
|
|
2023
Q3 | $3.53M | Buy |
68,424
+352
| +0.5% | +$18.1K | 0.05% | 328 |
|
|
2023
Q2 | $3.63M | Sell |
68,072
-6,064
| -8% | -$323K | 0.05% | 329 |
|
|
2023
Q1 | $4.06M | Buy |
74,136
+10,528
| +17% | +$577K | 0.07% | 296 |
|
|
2022
Q4 | $3.21M | Buy |
63,608
+3,077
| +5% | +$155K | 0.05% | 338 |
|
|
2022
Q3 | $2.66M | Sell |
60,531
-592
| -1% | -$26K | 0.05% | 356 |
|
|
2022
Q2 | $3.16M | Sell |
61,123
-3,732
| -6% | -$193K | 0.06% | 325 |
|
|
2022
Q1 | $4.13M | Buy |
64,855
+10,885
| +20% | +$694K | 0.06% | 303 |
|
|
2021
Q4 | $3.06M | Buy |
53,970
+2,016
| +4% | +$114K | 0.05% | 371 |
|
|
2021
Q3 | $2.99M | Buy |
51,954
+876
| +2% | +$50.4K | 0.05% | 351 |
|
|
2021
Q2 | $3.23M | Sell |
51,078
-9,554
| -16% | -$605K | 0.05% | 332 |
|
|
2021
Q1 | $3.88M | Buy |
60,632
+12,540
| +26% | +$802K | 0.07% | 292 |
|
|
2020
Q4 | $2.67M | Sell |
48,092
-2,196
| -4% | -$122K | 0.06% | 314 |
|
|
2020
Q3 | $2.37M | Buy |
50,288
+7,775
| +18% | +$366K | 0.06% | 293 |
|
|
2020
Q2 | $1.73M | Buy |
42,513
+4,751
| +13% | +$194K | 0.05% | 333 |
|
|
2020
Q1 | $1.1M | Buy |
37,762
+15,817
| +72% | +$462K | 0.04% | 366 |
|
|
2019
Q4 | $1.2M | Buy |
21,945
+309
| +1% | +$16.9K | 0.04% | 406 |
|
|
2019
Q3 | $1.03M | Buy |
21,636
+434
| +2% | +$20.7K | 0.03% | 403 |
|
|
2019
Q2 | $1.05M | Buy |
+21,202
| New | +$1.05M | 0.04% | 381 |
|