Sunbelt Securities’s DaVita DVA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.67K | Sell |
58
-30
| -34% | -$4.49K | ﹤0.01% | 1331 |
|
|
2025
Q1 | $13.5K | Buy |
88
+30
| +52% | +$4.59K | ﹤0.01% | 1205 |
|
|
2024
Q4 | $8.69K | Hold |
58
| – | – | ﹤0.01% | 1335 |
|
|
2024
Q3 | $9.51K | Hold |
58
| – | – | ﹤0.01% | 1299 |
|
|
2024
Q2 | $8.04K | Hold |
58
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q1 | $8.01K | Hold |
58
| – | – | ﹤0.01% | 1279 |
|
|
2023
Q4 | $6.08K | Hold |
58
| – | – | ﹤0.01% | 1272 |
|
|
2023
Q3 | $5.48K | Hold |
58
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q2 | $5.83K | Sell |
58
-85
| -59% | -$8.54K | ﹤0.01% | 1299 |
|
|
2023
Q1 | $11.4K | Buy |
+143
| New | +$11.4K | ﹤0.01% | 1096 |
|