Zullo Investment Group’s Fidelity D&D Bancorp FDBC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Hold |
5,943
| – | – | 0.11% | 126 |
|
|
2025
Q1 | $247K | Hold |
5,943
| – | – | 0.11% | 127 |
|
|
2024
Q4 | $290K | Hold |
5,943
| – | – | 0.12% | 123 |
|
|
2024
Q3 | $293K | Hold |
5,943
| – | – | 0.12% | 124 |
|
|
2024
Q2 | $260K | Sell |
5,943
-250
| -4% | -$11K | 0.11% | 131 |
|
|
2024
Q1 | $300K | Hold |
6,193
| – | – | 0.14% | 117 |
|
|
2023
Q4 | $359K | Sell |
6,193
-500
| -7% | -$29K | 0.18% | 104 |
|
|
2023
Q3 | $304K | Hold |
6,693
| – | – | 0.18% | 104 |
|
|
2023
Q2 | $325K | Hold |
6,693
| – | – | 0.19% | 102 |
|
|
2023
Q1 | $306K | Hold |
6,693
| – | – | 0.19% | 103 |
|
|
2022
Q4 | $316K | Hold |
6,693
| – | – | 0.19% | 98 |
|
|
2022
Q3 | $270K | Hold |
6,693
| – | – | 0.17% | 104 |
|
|
2022
Q2 | $272K | Hold |
6,693
| – | – | 0.17% | 108 |
|
|
2022
Q1 | $311K | Hold |
6,693
| – | – | 0.16% | 115 |
|
|
2021
Q4 | $395K | Buy |
+6,693
| New | +$395K | 0.2% | 100 |
|