SummerHaven Investment Management’s Deluxe DLX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $585K | Buy |
36,792
+973
| +3% | +$15.5K | 0.38% | 145 |
|
2025
Q1 | $566K | Buy |
35,819
+620
| +2% | +$9.8K | 0.4% | 148 |
|
2024
Q4 | $795K | Hold |
35,199
| – | – | 0.49% | 101 |
|
2024
Q3 | $686K | Buy |
+35,199
| New | +$686K | 0.42% | 171 |
|
2023
Q3 | – | Sell |
-30,105
| Closed | -$526K | – | 215 |
|
2023
Q2 | $526K | Sell |
30,105
-7,855
| -21% | -$137K | 0.33% | 155 |
|
2023
Q1 | $607K | Buy |
37,960
+1,017
| +3% | +$16.3K | 0.35% | 165 |
|
2022
Q4 | $627K | Buy |
36,943
+600
| +2% | +$10.2K | 0.37% | 171 |
|
2022
Q3 | $605K | Buy |
36,343
+16,498
| +83% | +$275K | 0.42% | 169 |
|
2022
Q2 | $430K | Hold |
19,845
| – | – | 0.29% | 177 |
|
2022
Q1 | $600K | Buy |
19,845
+875
| +5% | +$26.5K | 0.34% | 175 |
|
2021
Q4 | $609K | Hold |
18,970
| – | – | 0.33% | 192 |
|
2021
Q3 | $681K | Sell |
18,970
-1,683
| -8% | -$60.4K | 0.4% | 188 |
|
2021
Q2 | $987K | Buy |
20,653
+505
| +3% | +$24.1K | 0.56% | 64 |
|
2021
Q1 | $845K | Hold |
20,148
| – | – | 0.52% | 74 |
|
2020
Q4 | $588K | Buy |
+20,148
| New | +$588K | 0.45% | 123 |
|