TFC Financial Management’s Dow Inc DOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $69K | Sell |
2,606
-22
| -0.8% | -$583 | 0.01% | 234 |
|
|
2025
Q1 | $91.8K | Sell |
2,628
-1,258
| -32% | -$43.9K | 0.01% | 199 |
|
|
2024
Q4 | $156K | Sell |
3,886
-4
| -0.1% | -$161 | 0.02% | 146 |
|
|
2024
Q3 | $213K | Sell |
3,890
-21
| -0.5% | -$1.15K | 0.03% | 124 |
|
|
2024
Q2 | $207K | Buy |
3,911
+25
| +0.6% | +$1.33K | 0.04% | 119 |
|
|
2024
Q1 | $225K | Sell |
3,886
-1,509
| -28% | -$87.4K | 0.04% | 108 |
|
|
2023
Q4 | $296K | Sell |
5,395
-3
| -0.1% | -$165 | 0.06% | 87 |
|
|
2023
Q3 | $278K | Hold |
5,398
| – | – | 0.07% | 87 |
|
|
2023
Q2 | $288K | Sell |
5,398
-855
| -14% | -$45.5K | 0.07% | 83 |
|
|
2023
Q1 | $343K | Buy |
6,253
+196
| +3% | +$10.7K | 0.09% | 78 |
|
|
2022
Q4 | $305K | Buy |
6,057
+8
| +0.1% | +$403 | 0.09% | 74 |
|
|
2022
Q3 | $266K | Hold |
6,049
| – | – | 0.08% | 73 |
|
|
2022
Q2 | $312K | Sell |
6,049
-1,135
| -16% | -$58.5K | 0.09% | 74 |
|
|
2022
Q1 | $458K | Sell |
7,184
-200
| -3% | -$12.8K | 0.13% | 58 |
|
|
2021
Q4 | $419K | Sell |
7,384
-400
| -5% | -$22.7K | 0.13% | 62 |
|
|
2021
Q3 | $448K | Hold |
7,784
| – | – | 0.15% | 57 |
|
|
2021
Q2 | $493K | Sell |
7,784
-1,200
| -13% | -$76K | 0.17% | 49 |
|
|
2021
Q1 | $574K | Hold |
8,984
| – | – | 0.23% | 38 |
|
|
2020
Q4 | $499K | Sell |
8,984
-199
| -2% | -$11.1K | 0.21% | 43 |
|
|
2020
Q3 | $432K | Buy |
+9,183
| New | +$432K | 0.21% | 45 |
|