Toth Financial Advisory’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $146K | Sell |
5,000
-1,700
| -25% | -$49.8K | 0.02% | 218 |
|
2025
Q1 | $160K | Hold |
6,700
| – | – | 0.02% | 212 |
|
2024
Q4 | $114K | Sell |
6,700
-18,500
| -73% | -$315K | 0.01% | 228 |
|
2024
Q3 | $436K | Sell |
25,200
-40,850
| -62% | -$707K | 0.05% | 167 |
|
2024
Q2 | $1.05M | Buy |
66,050
+2,800
| +4% | +$44.6K | 0.13% | 118 |
|
2024
Q1 | $997K | Hold |
63,250
| – | – | 0.12% | 124 |
|
2023
Q4 | $857K | Buy |
63,250
+6,400
| +11% | +$86.7K | 0.12% | 126 |
|
2023
Q3 | $625K | Buy |
56,850
+33,350
| +142% | +$367K | 0.1% | 134 |
|
2023
Q2 | $247K | Buy |
+23,500
| New | +$247K | 0.04% | 184 |
|