Stifel Financial’s Dorchester Minerals DMLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
91,627
+1,650
| +2% | +$46K | ﹤0.01% | 1667 |
|
|
2025
Q1 | $2.71M | Buy |
89,977
+32,777
| +57% | +$986K | ﹤0.01% | 1553 |
|
|
2024
Q4 | $1.91M | Buy |
57,200
+1,432
| +3% | +$47.7K | ﹤0.01% | 1812 |
|
|
2024
Q3 | $1.68M | Hold |
55,768
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q2 | $1.72M | Buy |
55,768
+120
| +0.2% | +$3.7K | ﹤0.01% | 1827 |
|
|
2024
Q1 | $1.88M | Sell |
55,648
-100
| -0.2% | -$3.37K | ﹤0.01% | 1765 |
|
|
2023
Q4 | $1.77M | Hold |
55,748
| – | – | ﹤0.01% | 1757 |
|
|
2023
Q3 | $1.62M | Hold |
55,748
| – | – | ﹤0.01% | 1732 |
|
|
2023
Q2 | $1.67M | Hold |
55,748
| – | – | ﹤0.01% | 1754 |
|
|
2023
Q1 | $1.69M | Sell |
55,748
-14,000
| -20% | -$424K | ﹤0.01% | 1688 |
|
|
2022
Q4 | $2.09M | Hold |
69,748
| – | – | ﹤0.01% | 1495 |
|
|
2022
Q3 | $1.74M | Sell |
69,748
-1,312
| -2% | -$32.8K | ﹤0.01% | 1573 |
|
|
2022
Q2 | $1.7M | Buy |
71,060
+1,022
| +1% | +$24.4K | ﹤0.01% | 1606 |
|
|
2022
Q1 | $1.82M | Hold |
70,038
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q4 | $1.39M | Buy |
70,038
+9,755
| +16% | +$193K | ﹤0.01% | 1876 |
|
|
2021
Q3 | $1.16M | Buy |
60,283
+5,245
| +10% | +$101K | ﹤0.01% | 1979 |
|
|
2021
Q2 | $927K | Buy |
55,038
+2,000
| +4% | +$33.7K | ﹤0.01% | 2160 |
|
|
2021
Q1 | $725K | Buy |
53,038
+1,000
| +2% | +$13.7K | ﹤0.01% | 2221 |
|
|
2020
Q4 | $568K | Buy |
52,038
+3,787
| +8% | +$41.3K | ﹤0.01% | 2243 |
|
|
2020
Q3 | $498K | Buy |
48,251
+6,716
| +16% | +$69.3K | ﹤0.01% | 2096 |
|
|
2020
Q2 | $531K | Buy |
41,535
+2,003
| +5% | +$25.6K | ﹤0.01% | 2004 |
|
|
2020
Q1 | $368K | Sell |
39,532
-2,769
| -7% | -$25.8K | ﹤0.01% | 2055 |
|
|
2019
Q4 | $827K | Sell |
42,301
-4,099
| -9% | -$80.1K | ﹤0.01% | 1959 |
|
|
2019
Q3 | $865K | Buy |
46,400
+2,700
| +6% | +$50.3K | ﹤0.01% | 1846 |
|
|
2019
Q2 | $800K | Sell |
43,700
-75
| -0.2% | -$1.37K | ﹤0.01% | 1939 |
|
|
2019
Q1 | $801K | Sell |
43,775
-2,750
| -6% | -$50.3K | ﹤0.01% | 1790 |
|
|
2018
Q4 | $681K | Sell |
46,525
-450
| -1% | -$6.59K | ﹤0.01% | 1776 |
|
|
2018
Q3 | $960K | Buy |
46,975
+33
| +0.1% | +$674 | ﹤0.01% | 1699 |
|
|
2018
Q2 | $967K | Hold |
46,942
| – | – | ﹤0.01% | 1637 |
|
|
2018
Q1 | $756K | Buy |
46,942
+1,950
| +4% | +$31.4K | ﹤0.01% | 1738 |
|
|
2017
Q4 | $684K | Hold |
44,992
| – | – | ﹤0.01% | 1742 |
|
|
2017
Q3 | $677K | Sell |
44,992
-8,694
| -16% | -$131K | ﹤0.01% | 1712 |
|
|
2017
Q2 | $777K | Sell |
53,686
-1,342
| -2% | -$19.4K | ﹤0.01% | 1600 |
|
|
2017
Q1 | $943K | Sell |
55,028
-1,379
| -2% | -$23.6K | ﹤0.01% | 1473 |
|
|
2016
Q4 | $990K | Buy |
56,407
+900
| +2% | +$15.8K | ﹤0.01% | 1402 |
|
|
2016
Q3 | $856K | Hold |
55,507
| – | – | ﹤0.01% | 1418 |
|
|
2016
Q2 | $800K | Buy |
55,507
+5,817
| +12% | +$83.8K | ﹤0.01% | 1488 |
|
|
2016
Q1 | $566K | Buy |
49,690
+7,626
| +18% | +$86.9K | ﹤0.01% | 1516 |
|
|
2015
Q4 | $416K | Buy |
+42,064
| New | +$416K | ﹤0.01% | 1760 |
|