Sunbelt Securities’s Dow Inc DOW Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.89M	Buy	47,032 +15,905	+51%	+$638K	0.17%	110
2025 Q1	$1.09M	Sell	31,127 -15,905	-34%	-$555K	0.1%	181
2024 Q4	$1.85M	Buy	47,032 +13,816	+42%	+$545K	0.16%	113
2024 Q3	$1.81M	Sell	33,216 -4,451	-12%	-$243K	0.18%	118
2024 Q2	$2M	Buy	37,667 +2,183	+6%	+$116K	0.2%	96
2024 Q1	$2.06M	Buy	35,484 +770	+2%	+$44.6K	0.23%	89
2023 Q4	$1.9M	Sell	34,714 -1,266	-4%	-$69.4K	0.24%	93
2023 Q3	$1.86M	Sell	35,980 -1,508	-4%	-$77.8K	0.26%	81
2023 Q2	$2M	Sell	37,488 -3,570	-9%	-$190K	0.29%	73
2023 Q1	$2.22M	Buy	41,058 +1,592	+4%	+$86K	0.36%	62
2022 Q4	$1.99M	Buy	39,466 +999	+3%	+$50.3K	0.39%	63
2022 Q3	$1.69M	Buy	38,467 +1,319	+4%	+$57.9K	0.36%	72
2022 Q2	$1.92M	Sell	37,148 -1,586	-4%	-$81.8K	0.41%	58
2022 Q1	$2.49M	Sell	38,734 -25,239	-39%	-$1.62M	0.46%	53
2021 Q4	$3.91M	Sell	63,973 -3,441	-5%	-$210K	0.63%	38
2021 Q3	$4.05M	Hold	67,414	–	–	0.73%	32
2021 Q2	$4.05M	Sell	67,414 -381	-0.6%	-$22.9K	0.73%	32
2021 Q1	$4.34M	Buy	67,795 +10,010	+17%	+$640K	0.85%	29
2020 Q4	$3.21M	Buy	57,785 +20,919	+57%	+$1.16M	0.66%	38
2020 Q3	$1.74M	Buy	36,866 +138	+0.4%	+$6.5K	0.48%	57
2020 Q2	$1.5M	Sell	36,728 -3,321	-8%	-$135K	0.51%	54
2020 Q1	$1.19M	Sell	40,049 -32,668	-45%	-$973K	0.05%	132
2019 Q4	$3.98M	Buy	72,717 +17,438	+32%	+$954K	0.42%	51
2019 Q3	$2.63M	Buy	55,279 +45,306	+454%	+$2.16M	0.3%	80
2019 Q2	$492K	Buy	+9,973	New	+$492K	0.21%	135