Stifel Financial’s Davis Select Financial ETF DFNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Sell |
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|
2025
Q1 | $4.18M | Sell |
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|
2024
Q4 | $4.44M | Buy |
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|
2024
Q3 | $531K | Buy |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $397K | Hold |
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|
2023
Q2 | $402K | Sell |
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|
2023
Q1 | $406K | Sell |
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|
2022
Q4 | $428K | Sell |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $490K | Sell |
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|
2022
Q1 | $942K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $849K | Buy |
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|
2021
Q1 | $441K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $629K | Buy |
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|
2018
Q2 | $579K | Sell |
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|
2018
Q1 | $676K | Buy |
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|
2017
Q4 | $512K | Buy |
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