Number of Shares
40,051
Previous 40,417 0.91%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
N/A
-366 Reduced 0.91%
40,051 $0
Q2 2024

Jul 31, 2024

BUY
N/A
786 Added 1.98%
40,417 $0
Q1 2024

May 13, 2024

SELL
N/A
-1,380 Reduced 3.36%
39,631 $0
Q4 2023

Feb 09, 2024

BUY
N/A
2,827 Added 7.4%
41,011 $0
Q3 2023

Nov 08, 2023

SELL
N/A
-1,104 Reduced 2.81%
38,184 $0
Q2 2023

Aug 10, 2023

SELL
N/A
-59 Reduced 0.15%
39,288 $0
Q1 2023

Apr 25, 2023

BUY
N/A
362 Added 0.93%
39,347 $0
Q4 2022

Feb 03, 2023

SELL
N/A
-198 Reduced 0.51%
38,985 $0
Q3 2022

Nov 07, 2022

BUY
N/A
1,810 Added 4.84%
39,183 $1.6 Million
Q2 2022

Jul 28, 2022

BUY
N/A
9,409 Added 33.65%
37,373 $1.58 Million
Q1 2022

May 12, 2022

BUY
N/A
2,163 Added 8.38%
27,964 $2.11 Million
Q4 2021

Jan 31, 2022

BUY
N/A
2,277 Added 9.68%
25,801 $1.76 Million
Q3 2021

Nov 15, 2021

BUY
N/A
1,052 Added 4.68%
23,524 $1.41 Million
Q2 2021

Aug 10, 2021

SELL
N/A
-270 Reduced 1.19%
22,472 $1.69 Million
Q1 2021

May 07, 2021

BUY
N/A
22,742 New
22,742 $1.74 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.