Summit Securities Group’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Buy |
16,986
+1,263
| +8% | +$37K | 0.1% | 71 |
|
|
2025
Q1 | $375K | Buy |
+15,723
| New | +$375K | 0.06% | 60 |
|
|
2024
Q4 | – | Sell |
-600
| Closed | -$10K | – | 565 |
|
|
2024
Q3 | $10K | Hold |
600
| – | – | ﹤0.01% | 266 |
|
|
2024
Q2 | $10K | Buy |
+600
| New | +$10K | ﹤0.01% | 320 |
|
|
2023
Q3 | – | Sell |
-400
| Closed | -$4K | – | 500 |
|
|
2023
Q2 | $4K | Buy |
+400
| New | +$4K | ﹤0.01% | 687 |
|
|
2018
Q1 | – | Sell |
-27,400
| Closed | -$521K | – | 104 |
|
|
2017
Q4 | $521K | Sell |
27,400
-17,800
| -39% | -$338K | 0.06% | 93 |
|
|
2017
Q3 | $781K | Sell |
45,200
-43,900
| -49% | -$759K | 0.13% | 37 |
|
|
2017
Q2 | $1.59M | Buy |
+89,100
| New | +$1.59M | 0.28% | 29 |
|
|
2015
Q4 | – | Sell |
-224
| Closed | -$5K | – | 257 |
|
|
2015
Q3 | $5K | Sell |
224
-8,736
| -98% | -$195K | ﹤0.01% | 239 |
|
|
2015
Q2 | $241K | Buy |
+8,960
| New | +$241K | 0.12% | 65 |
|
|
2015
Q1 | – | Sell |
-4,704
| Closed | -$126K | – | 371 |
|
|
2014
Q4 | $126K | Sell |
4,704
-5,152
| -52% | -$138K | 0.04% | 239 |
|
|
2014
Q3 | $307K | Sell |
9,856
-1,878
| -16% | -$58.5K | 0.09% | 156 |
|
|
2014
Q2 | $369K | Buy |
+11,734
| New | +$369K | 0.13% | 108 |
|