Sloy Dahl & Holst, LLC Closed Holding Positions

Sloy Dahl & Holst, LLC

  • $551 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
DFIV
Dimensional ETF Tr

ETFs
Q2 2022 Filed on Aug 02, 2022
6,327
$28.66 - $33.84 $181K - $214K
LRNZ
Trueshares Technology, Ai & De

ETFs
Q2 2022 Filed on Aug 02, 2022
6,600
$24.36 - $40.41 $161K - $267K
BAC
Bank Of America Corp

Financial Services
Q2 2022 Filed on Aug 02, 2022
5,296
$31.13 - $40.9 $165K - $217K
INTU
Intuit Inc

Technology
Q1 2022 Filed on May 10, 2022
563
$424.63 - $631.47 $239K - $356K
HON
Honeywell International Inc

Industrials
Q1 2022 Filed on May 10, 2022
1,587
$178.96 - $219.43 $284K - $348K
EMR
Emerson Electric CO

Industrials
Q1 2022 Filed on May 10, 2022
3,225
$89.51 - $99.06 $289K - $319K
MDT
Medtronic PLC

Healthcare
Q1 2022 Filed on May 10, 2022
2,118
$100.58 - $112.38 $213K - $238K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
Q1 2022 Filed on May 10, 2022
4,992
$61.64 - $75.75 $308K - $378K
DFAE
Dimensional ETF Tr

ETFs
Q1 2022 Filed on May 10, 2022
15,194
$24.29 - $28.31 $369K - $430K
DFAI
Dimensional ETF Tr

ETFs
Q1 2022 Filed on May 10, 2022
8,440
$25.94 - $30.08 $219K - $254K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q1 2022 Filed on May 10, 2022
10,000
$106.1 - $113.3 $1.06M - $1.13M
NEAR
Blackrock Short Maturity Bond

ETFs
Q1 2022 Filed on May 10, 2022
6,200
$49.51 - $49.96 $307K - $310K
ACN
Accenture PLC

Technology
Q1 2022 Filed on May 10, 2022
690
$301.62 - $407.21 $208K - $281K
WMT
Walmart Inc.

Consumer Defensive
Q1 2022 Filed on May 10, 2022
2,109
$133.53 - $149.87 $282K - $316K
V
Visa Inc.

Financial Services
Q1 2022 Filed on May 10, 2022
1,116
$190.7 - $235.42 $213K - $263K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q1 2022 Filed on May 10, 2022
10,600
$49.53 - $52.66 $525K - $558K
SYK
Stryker Corp

Healthcare
Q1 2022 Filed on May 10, 2022
792
$245.33 - $277.77 $194K - $220K
NDSN
Nordson Corp

Industrials
Q1 2022 Filed on May 10, 2022
875
$214.56 - $251.03 $188K - $220K
MCHP
Microchip Technology Inc

Technology
Q1 2022 Filed on May 10, 2022
1,590
$65.14 - $88.0 $104K - $140K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
Q1 2022 Filed on May 10, 2022
5,500
$49.13 - $52.58 $270K - $289K
DHR
Danaher Corp

Healthcare
Q1 2022 Filed on May 10, 2022
932
$257.27 - $315.76 $240K - $294K
CGNX
Cognex Corp

Technology
Q1 2022 Filed on May 10, 2022
2,583
$61.65 - $79.96 $159K - $207K
AME
Ametek Inc

Industrials
Q1 2022 Filed on May 10, 2022
1,775
$124.77 - $146.09 $221K - $259K
DOCU
Docusign, Inc.

Technology
Q1 2022 Filed on May 10, 2022
2,477
$73.24 - $157.01 $181K - $389K
T
At&T Inc.

Communication Services
Q1 2022 Filed on May 10, 2022
8,115
$17.29 - $20.63 $140K - $167K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
Q1 2022 Filed on May 10, 2022
7,740
$20.2 - $38.77 $156K - $300K
FSLY
Fastly, Inc.

Technology
Q1 2022 Filed on May 10, 2022
11,888
$13.3 - $36.3 $158K - $432K
A
Agilent Technologies, Inc.

Healthcare
Q1 2022 Filed on May 10, 2022
2,394
$126.0 - $156.48 $302K - $375K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 09, 2022
871
N/A
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q3 2021 Filed on Nov 03, 2021
6,336
$145.08 - $221.87 $919K - $1.41M
NVTA
Invitae Corp

Healthcare
Q3 2021 Filed on Nov 03, 2021
129,408
$24.31 - $33.6 $3.15M - $4.35M
ROKU
Roku, Inc

Communication Services
Q3 2021 Filed on Nov 03, 2021
490
$302.92 - $479.5 $148K - $235K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q1 2021 Filed on May 12, 2021
3,559
$104.47 - $119.79 $372K - $426K
SNAP
Snap Inc

Communication Services
Q1 2021 Filed on May 12, 2021
63,218
$48.95 - $70.45 $3.09M - $4.45M
TWTR
Twitter, Inc.

Communication Services
Q1 2021 Filed on May 12, 2021
24,180
$45.18 - $77.63 $1.09M - $1.88M
Victory Portfolios Ii Vcshs Emrg Volty ETF
Q1 2021 Filed on May 12, 2021
9,740
N/A
CID
Victory Portfolios Ii Shs Intl

ETFs
Q1 2021 Filed on May 12, 2021
32,265
$29.69 - $32.16 $958K - $1.04M
AIVL
Wisdomtree U.S. Ai Enhanced Va

ETFs
Q1 2021 Filed on May 12, 2021
2,353
$82.63 - $94.8 $194K - $223K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2021 Filed on May 12, 2021
6,865
$34.36 - $41.24 $236K - $283K
Slack Technologies Inc Com Cl A
Q3 2020 Filed on Nov 13, 2020
7,091
N/A
Zynga Inc Com Cl A
Q3 2020 Filed on Nov 13, 2020
25,004
N/A
United Technologies Corp Com
Q1 2020 Filed on May 12, 2020
1,550
N/A
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