SYM Financial Corp’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $23M | Buy |
551,771
+3,222
| +0.6% | +$102K | 2.3% | 7 |
|
|
2025
Q4 | $12.8M | Sell |
548,549
-1,638
| -0.3% | -$37.7K | 1.32% | 9 |
|
|
2025
Q3 | $12.6M | Buy |
550,187
+1,294
| +0.2% | +$32.2K | 1.35% | 8 |
|
|
2025
Q2 | $14.5M | Buy |
548,893
+30,085
| +6% | +$875K | 1.63% | 8 |
|
|
2025
Q1 | $18.1M | Buy |
518,808
+917
| +0.2% | +$35.2K | 2.23% | 7 |
|
|
2024
Q4 | $20.8M | Buy |
517,891
+3,506
| +0.7% | +$164K | 2.69% | 6 |
|
|
2024
Q3 | $28.1M | Sell |
514,385
-8,357
| -2% | -$441K | 3.76% | 6 |
|
|
2024
Q2 | $27.7M | Sell |
522,742
-72,275
| -12% | -$4.13M | 4.42% | 6 |
|
|
2024
Q1 | $34.5M | Sell |
595,017
-2,431
| -0.4% | -$134K | 5.69% | 5 |
|
|
2023
Q4 | $32.8M | Sell |
597,448
-6,385
| -1% | -$326K | 5.3% | 6 |
|
|
2023
Q3 | $31.1M | Buy |
603,833
+72,077
| +14% | +$3.87M | 5.53% | 6 |
|
|
2023
Q2 | $28.3M | Sell |
531,756
-421
| -0.1% | -$22.4K | 5.74% | 5 |
|
|
2023
Q1 | $29.2M | Sell |
532,177
-200
| -0% | -$11.3K | 6.44% | 5 |
|
|
2022
Q4 | $26.8M | Buy |
532,377
+1,242
| +0.2% | +$60.7K | 6.38% | 4 |
|
|
2022
Q3 | $23.3M | Sell |
531,135
-27
| -0% | -$1.37K | 11.3% | 4 |
|
|
2022
Q2 | $27.4M | Sell |
531,162
-856
| -0.2% | -$54.8K | 12.97% | 2 |
|
|
2022
Q1 | $33.9M | Buy |
532,018
+227
| +0% | +$13.7K | 14.57% | 2 |
|
|
2021
Q4 | $30.2M | Hold |
531,791
| – | – | 11.74% | 3 |
|
|
2021
Q3 | $30.6M | Hold |
531,791
| – | – | 17.96% | 2 |
|
|
2021
Q2 | $33.7M | Sell |
531,791
-6,779
| -1% | -$448K | 19.22% | 2 |
|
|
2021
Q1 | $34.4M | Buy |
538,570
+6,422
| +1% | +$384K | 19.81% | 2 |
|
|
2020
Q4 | $29.5M | Sell |
532,148
-2,005
| -0.4% | -$104K | 21.65% | 3 |
|
|
2020
Q3 | $25.1M | Sell |
534,153
-49
| -0% | -$2.2K | 18.82% | 3 |
|
|
2020
Q2 | $21.8M | Hold |
534,202
| – | – | 17.56% | 4 |
|
|
2020
Q1 | $15.6M | Buy |
534,202
+85,020
| +19% | +$3.61M | 15.7% | 3 |
|
|
2019
Q4 | $24.6M | Sell |
449,182
-3,631
| -0.8% | -$188K | 16.24% | 4 |
|
|
2019
Q3 | $21.6M | Buy |
452,813
+4,246
| +0.9% | +$199K | 14.43% | 4 |
|
|
2019
Q2 | $22.1M | Buy |
+448,567
| New | +$23.7M | 14.21% | 4 |
|
Other funds holding DOW
VCM
VPM
