United Capital Financial Advisors’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Sell |
2,803
-51
| -2% | -$22.5K | 0.01% | 530 |
|
|
2025
Q1 | $1.2M | Buy |
2,854
+1,298
| +83% | +$545K | 0.01% | 527 |
|
|
2024
Q4 | $662K | Sell |
1,556
-514
| -25% | -$219K | 0.01% | 650 |
|
|
2024
Q3 | $876K | Buy |
2,070
+1
| +0% | +$423 | 0.01% | 574 |
|
|
2024
Q2 | $809K | Sell |
2,069
-46
| -2% | -$18K | 0.01% | 573 |
|
|
2024
Q1 | $841K | Sell |
2,115
-373
| -15% | -$148K | 0.01% | 597 |
|
|
2023
Q4 | $938K | Sell |
2,488
-1,522
| -38% | -$574K | 0.01% | 572 |
|
|
2023
Q3 | $1.34M | Buy |
4,010
+112
| +3% | +$37.5K | 0.01% | 468 |
|
|
2023
Q2 | $1.34M | Sell |
3,898
-694
| -15% | -$239K | 0.01% | 493 |
|
|
2023
Q1 | $1.53M | Sell |
4,592
-911
| -17% | -$303K | 0.01% | 493 |
|
|
2022
Q4 | $1.82M | Sell |
5,503
-196
| -3% | -$64.9K | 0.01% | 499 |
|
|
2022
Q3 | $1.64M | Buy |
5,699
+1,323
| +30% | +$380K | 0.01% | 509 |
|
|
2022
Q2 | $1.35M | Sell |
4,376
-148
| -3% | -$45.6K | 0.01% | 569 |
|
|
2022
Q1 | $1.57M | Sell |
4,524
-3,689
| -45% | -$1.28M | 0.01% | 565 |
|
|
2021
Q4 | $2.98M | Sell |
8,213
-115
| -1% | -$41.8K | 0.01% | 461 |
|
|
2021
Q3 | $2.82M | Sell |
8,328
-217
| -3% | -$73.4K | 0.01% | 469 |
|
|
2021
Q2 | $2.95M | Sell |
8,545
-2,704
| -24% | -$933K | 0.01% | 471 |
|
|
2021
Q1 | $3.71M | Buy |
11,249
+1,060
| +10% | +$350K | 0.02% | 403 |
|
|
2020
Q4 | $3.12M | Sell |
10,189
-3,316
| -25% | -$1.01M | 0.02% | 423 |
|
|
2020
Q3 | $3.75M | Sell |
13,505
-100
| -0.7% | -$27.8K | 0.02% | 385 |
|
|
2020
Q2 | $3.51M | Sell |
13,605
-311
| -2% | -$80.2K | 0.03% | 419 |
|
|
2020
Q1 | $3.05M | Sell |
13,916
-841
| -6% | -$184K | 0.03% | 412 |
|
|
2019
Q4 | $4.21M | Sell |
14,757
-1,397
| -9% | -$398K | 0.03% | 450 |
|
|
2019
Q3 | $4.35M | Sell |
16,154
-1,434
| -8% | -$386K | 0.03% | 436 |
|
|
2019
Q2 | $4.68M | Buy |
17,588
+3,685
| +27% | +$980K | 0.03% | 434 |
|
|
2019
Q1 | $3.6M | Sell |
13,903
-2,322
| -14% | -$602K | 0.03% | 467 |
|
|
2018
Q4 | $3.78M | Sell |
16,225
-8,119
| -33% | -$1.89M | 0.03% | 427 |
|
|
2018
Q3 | $6.44M | Sell |
24,344
-174,138
| -88% | -$46M | 0.05% | 388 |
|
|
2018
Q2 | $48.2M | Sell |
198,482
-19,366
| -9% | -$4.7M | 0.36% | 56 |
|
|
2018
Q1 | $52.6M | Sell |
217,848
-22,115
| -9% | -$5.34M | 0.4% | 50 |
|
|
2017
Q4 | $59.5M | Sell |
239,963
-17,051
| -7% | -$4.23M | 0.47% | 39 |
|
|
2017
Q3 | $57.5M | Sell |
257,014
-16,472
| -6% | -$3.69M | 0.49% | 35 |
|
|
2017
Q2 | $58.3M | Sell |
273,486
-5,163
| -2% | -$1.1M | 0.52% | 31 |
|
|
2017
Q1 | $57.5M | Sell |
278,649
-4,832
| -2% | -$997K | 0.54% | 32 |
|
|
2016
Q4 | $56M | Buy |
283,481
+221,183
| +355% | +$43.7M | 0.54% | 29 |
|
|
2016
Q3 | $11.4M | Sell |
62,298
-243
| -0.4% | -$44.4K | 0.11% | 216 |
|
|
2016
Q2 | $11.2M | Buy |
62,541
+58,371
| +1,400% | +$10.4M | 0.11% | 205 |
|
|
2016
Q1 | $737K | Sell |
4,170
-40,946
| -91% | -$7.24M | 0.01% | 779 |
|
|
2015
Q4 | $7.85M | Sell |
45,116
-11,641
| -21% | -$2.03M | 0.09% | 251 |
|
|
2015
Q3 | $9.23M | Buy |
56,757
+18,103
| +47% | +$2.94M | 0.11% | 205 |
|
|
2015
Q2 | $6.8M | Sell |
38,654
-34,725
| -47% | -$6.11M | 0.08% | 285 |
|
|
2015
Q1 | $13.1M | Sell |
73,379
-26,744
| -27% | -$4.77M | 0.16% | 153 |
|
|
2014
Q4 | $17.8M | Buy |
100,123
+564
| +0.6% | +$100K | 0.27% | 95 |
|
|
2014
Q3 | $16.9M | Buy |
99,559
+11,479
| +13% | +$1.95M | 0.29% | 90 |
|
|
2014
Q2 | $14.8M | Buy |
88,080
+56,819
| +182% | +$9.54M | 0.27% | 97 |
|
|
2014
Q1 | $5.13M | Buy |
31,261
+26,940
| +623% | +$4.42M | 0.11% | 207 |
|
|
2013
Q4 | $715K | Sell |
4,321
-922
| -18% | -$153K | 0.02% | 382 |
|
|
2013
Q3 | $792K | Buy |
5,243
+850
| +19% | +$128K | 0.03% | 371 |
|
|
2013
Q2 | $653K | Buy |
+4,393
| New | +$653K | 0.02% | 466 |
|