TD Private Client Wealth’s Donnelley Financial Solutions DFIN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $32.7K | Hold |
531
| – | – | ﹤0.01% | 912 |
|
2025
Q1 | $23.2K | Hold |
531
| – | – | ﹤0.01% | 925 |
|
2024
Q4 | $33.3K | Buy |
531
+17
| +3% | +$1.07K | ﹤0.01% | 892 |
|
2024
Q3 | $33.8K | Buy |
514
+164
| +47% | +$10.8K | ﹤0.01% | 901 |
|
2024
Q2 | $20.9K | Hold |
350
| – | – | ﹤0.01% | 945 |
|
2024
Q1 | $21.7K | Buy |
350
+71
| +25% | +$4.4K | ﹤0.01% | 940 |
|
2023
Q4 | $17.4K | Hold |
279
| – | – | ﹤0.01% | 967 |
|
2023
Q3 | $15.7K | Sell |
279
-163
| -37% | -$9.17K | ﹤0.01% | 969 |
|
2023
Q2 | $20.1K | Hold |
442
| – | – | ﹤0.01% | 945 |
|
2023
Q1 | $18.1K | Sell |
442
-195
| -31% | -$7.97K | ﹤0.01% | 963 |
|
2022
Q4 | $24.6K | Hold |
637
| – | – | ﹤0.01% | 884 |
|
2022
Q3 | $23.6K | Hold |
637
| – | – | ﹤0.01% | 880 |
|
2022
Q2 | $18.7K | Buy |
637
+163
| +34% | +$4.77K | ﹤0.01% | 932 |
|
2022
Q1 | $15.8K | Buy |
+474
| New | +$15.8K | ﹤0.01% | 981 |
|