D.A. Davidson & Co. CAPITAL GROUP CORE BALANCED Transaction History

D.A. Davidson & Co.

  • $15.1 Billion
  • Q3 2025
Number of Shares
277,710
Previous 263,062 5.57%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
14,648 Added 5.57%
277,710 $0
Q2 2025

Jul 30, 2025
BUY
N/A
26,772 Added 11.33%
263,062 $0
Q1 2025

Apr 28, 2025
BUY
N/A
25,941 Added 12.33%
236,290 $0
Q4 2024

Jan 31, 2025
BUY
N/A
14,796 Added 7.57%
210,349 $0
Q3 2024

Nov 13, 2024
BUY
N/A
16,921 Added 9.47%
195,553 $0
Q2 2024

Jul 31, 2024
BUY
N/A
38,431 Added 27.41%
178,632 $0
Q1 2024

May 13, 2024
BUY
N/A
140,201 New
140,201 $0
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