Summit Financial’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 | $342K | Buy |
12,923
+351
| +3% | +$9.3K | 0.01% | 653 |
|
|
2025
Q1 | $439K | Sell |
12,572
-1,061
| -8% | -$37.1K | 0.01% | 541 |
|
|
2024
Q4 | $547K | Buy |
13,633
+1,785
| +15% | +$71.6K | 0.02% | 431 |
|
|
2024
Q3 | $647K | Sell |
11,848
-952
| -7% | -$52K | 0.03% | 331 |
|
|
2024
Q2 | $679K | Buy |
12,800
+2,579
| +25% | +$137K | 0.03% | 279 |
|
|
2024
Q1 | $592K | Buy |
10,221
+120
| +1% | +$6.95K | 0.04% | 232 |
|
|
2023
Q4 | $554K | Buy |
10,101
+1,119
| +12% | +$61.4K | 0.04% | 234 |
|
|
2023
Q3 | $463K | Buy |
8,982
+187
| +2% | +$9.64K | 0.03% | 244 |
|
|
2023
Q2 | $468K | Buy |
8,795
+3,248
| +59% | +$173K | 0.03% | 233 |
|
|
2023
Q1 | $304K | Sell |
5,547
-2,386
| -30% | -$131K | 0.03% | 208 |
|
|
2022
Q4 | $400K | Buy |
7,933
+277
| +4% | +$14K | 0.04% | 187 |
|
|
2022
Q3 | $336K | Buy |
7,656
+3,710
| +94% | +$163K | 0.03% | 206 |
|
|
2022
Q2 | $204K | Buy |
3,946
+168
| +4% | +$8.67K | 0.02% | 225 |
|
|
2022
Q1 | $241K | Buy |
+3,778
| New | +$241K | 0.02% | 232 |
|