Summit Securities Group’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 | $231K | Buy |
8,706
+6,206
| +248% | +$164K | 0.04% | 152 |
|
|
2025
Q1 | $87.3K | Sell |
2,500
-100
| -4% | -$3.49K | 0.01% | 151 |
|
|
2024
Q4 | $104K | Buy |
2,600
+1,900
| +271% | +$76.2K | 0.02% | 129 |
|
|
2024
Q3 | $38K | Sell |
700
-200
| -22% | -$10.9K | 0.01% | 158 |
|
|
2024
Q2 | $48K | Hold |
900
| – | – | 0.01% | 202 |
|
|
2024
Q1 | $52K | Sell |
900
-600
| -40% | -$34.7K | 0.01% | 135 |
|
|
2023
Q4 | $82K | Buy |
+1,500
| New | +$82K | 0.01% | 194 |
|
|
2023
Q3 | – | Sell |
-1,213
| Closed | -$65K | – | 513 |
|
|
2023
Q2 | $65K | Buy |
1,213
+1,053
| +658% | +$56.4K | 0.01% | 245 |
|
|
2023
Q1 | $9K | Sell |
160
-9,782
| -98% | -$550K | ﹤0.01% | 551 |
|
|
2022
Q4 | $501K | Sell |
9,942
-17,844
| -64% | -$899K | 0.02% | 108 |
|
|
2022
Q3 | $1.22M | Buy |
27,786
+7,282
| +36% | +$320K | 0.09% | 68 |
|
|
2022
Q2 | $1.06M | Buy |
20,504
+8,404
| +69% | +$434K | 0.13% | 56 |
|
|
2022
Q1 | $771K | Sell |
12,100
-6,500
| -35% | -$414K | 0.09% | 88 |
|
|
2021
Q4 | $1.06M | Buy |
18,600
+1,748
| +10% | +$99.1K | 0.05% | 132 |
|
|
2021
Q3 | $970K | Sell |
16,852
-1,314
| -7% | -$75.6K | 0.08% | 124 |
|
|
2021
Q2 | $1.15M | Buy |
18,166
+11,066
| +156% | +$701K | 0.1% | 103 |
|
|
2021
Q1 | $454K | Sell |
7,100
-8,801
| -55% | -$563K | 0.05% | 150 |
|
|
2020
Q4 | $883K | Buy |
+15,901
| New | +$883K | 0.07% | 96 |
|
|
2020
Q3 | – | Sell |
-8,001
| Closed | -$326K | – | 195 |
|
|
2020
Q2 | $326K | Buy |
+8,001
| New | +$326K | 0.04% | 95 |
|
|
2020
Q1 | – | Sell |
-3,801
| Closed | -$208K | – | 151 |
|
|
2019
Q4 | $208K | Buy |
+3,801
| New | +$208K | 0.02% | 187 |
|