Symphony Financial’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,962
| Closed | -$289K | – | 128 |
|
|
2024
Q4 | $289K | Sell |
6,962
-664
| -9% | -$27.6K | 0.05% | 182 |
|
|
2024
Q3 | $420K | Sell |
7,626
-3,056
| -29% | -$168K | 0.07% | 153 |
|
|
2024
Q2 | $566K | Buy |
10,682
+789
| +8% | +$41.8K | 0.1% | 128 |
|
|
2024
Q1 | $573K | Sell |
9,893
-648
| -6% | -$37.5K | 0.13% | 113 |
|
|
2023
Q4 | $560K | Sell |
10,541
-21
| -0.2% | -$1.12K | 0.12% | 127 |
|
|
2023
Q3 | $542K | Sell |
10,562
-59
| -0.6% | -$3.03K | 0.13% | 104 |
|
|
2023
Q2 | $565K | Sell |
10,621
-543
| -5% | -$28.9K | 0.14% | 116 |
|
|
2023
Q1 | $603K | Sell |
11,164
-3,278
| -23% | -$177K | 0.16% | 112 |
|
|
2022
Q4 | $756K | Buy |
14,442
+5,514
| +62% | +$289K | 0.2% | 98 |
|
|
2022
Q3 | $394K | Buy |
+8,928
| New | +$394K | 0.13% | 150 |
|