Number of Shares
317,500
Previous 298,214 6.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
N/A
19,286 Added 6.47%
317,500 $0
Q2 2024

Jul 31, 2024

BUY
N/A
6,102 Added 2.09%
298,214 $0
Q1 2024

May 13, 2024

SELL
N/A
-8,517 Reduced 2.83%
292,112 $0
Q4 2023

Feb 09, 2024

BUY
N/A
10,388 Added 3.58%
300,629 $0
Q3 2023

Nov 08, 2023

BUY
N/A
8,835 Added 3.14%
290,241 $0
Q2 2023

Aug 10, 2023

BUY
N/A
1,810 Added 0.65%
281,406 $0
Q1 2023

Apr 25, 2023

BUY
N/A
29,237 Added 11.68%
279,596 $0
Q4 2022

Feb 03, 2023

SELL
N/A
-2,629 Reduced 1.04%
250,359 $0
Q3 2022

Nov 07, 2022

BUY
N/A
252,988 New
252,988 $4.35 Million
Track This Portfolio

Track D.A. Davidson & Co. Portfolio

Follow D.A. Davidson & Co. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of D.A. Davidson & Co., based on Form 13F filings with the SEC.

News

Stay updated on D.A. Davidson & Co. with notifications on news.