Neal P. Dunn: Stock Portfolio, Performance and Latest Trades
U.S. Representative, FL-2
R Republican
Trades disclosed113
Bought / sold74 / 33
Est. volume$8.8M
Typical delay29 days
Neal P. Dunn's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
QQQInvesco QQQ Trust, Series 1 | 24.2% | $612.22 | +23.8% | $757.73 |
IVViShares Core S&P 500 ETF | 11.5% | $679.33 | +14.9% | $780.58 |
VYMVanguard High Dividend Yield ETF | 8.81% | $141.02 | +11.7% | $157.45 |
IWMiShares Russell 2000 Index Fund | 7.25% | $244.50 | +13.6% | $277.70 |
AAPLApple Inc. | 7.00% | $271.12 | +24.2% | $336.67 |
VTVVanguard Value ETF | 6.97% | $188.14 | +16.0% | $218.21 |
PRWCXT. Rowe Price Capital Appreciation Fund | 6.19% | $35.75 | +9.9% | $39.29 |
ITAiShares U.S. Aerospace & Defense ETF | 5.47% | $214.15 | −4.9% | $203.60 |
IBBiShares Biotechnology ETF | 4.35% | $168.61 | +20.6% | $203.34 |
AMLPAlerian MLP ETF | 3.10% | $44.37 | +18.0% | $52.36 |
PFFiShares Preferred and Income Securities ETF | 2.34% | $29.75 | −1.3% | $29.37 |
FLTRVanEck IG Floating Rate ETF | 2.33% | $24.67 | +3.5% | $25.53 |
JNJJohnson & Johnson | 1.43% | $203.67 | +26.9% | $258.45 |
VYMIVanguard International High Dividend Yield ETF | 1.12% | $87.52 | +14.5% | $100.23 |
PGXInvesco Preferred ETF | 1.05% | $10.73 | −7.1% | $9.97 |
IEMGiShares Core MSCI Emerging Markets ETF | 0.75% | $66.68 | +23.0% | $82.04 |
IVWiShares S&P 500 Growth ETF | 0.72% | $122.93 | +18.7% | $145.89 |
DYNFiShares U.S. Equity Factor Rotation Active ETF | 0.71% | $60.41 | +16.6% | $70.42 |
OEFiShares S&P 100 Fund | 0.70% | $340.63 | +14.3% | $389.44 |
EFViShares MSCI EAFE Value ETF | 0.68% | $69.56 | +12.2% | $78.05 |
IVEiShares S&P 500 Value ETF | 0.67% | $209.63 | +10.1% | $230.78 |
ONEQFidelity Nasdaq Composite Index ETF | 0.58% | $91.06 | +19.1% | $108.45 |
SCHASchwab U.S. Small-Cap ETF | 0.56% | $28.28 | +15.3% | $32.61 |
IUSBiShares Core Universal USD Bond ETF | 0.48% | $45.09 | −2.4% | $44.02 |
BAIiShares A.I. Innovation and Tech Active ETF | 0.18% | $33.30 | +48.1% | $49.32 |
MTUMiShares MSCI USA Momentum Factor ETF | 0.16% | $249.31 | +29.3% | $322.42 |
THROiShares U.S. Thematic Rotation Active ETF | 0.14% | $38.45 | +16.4% | $44.77 |
QUALiShares MSCI USA Quality Factor ETF | 0.14% | $197.42 | +14.4% | $225.90 |
IAGGiShares International Aggregate Bond Fund | 0.12% | $49.31 | −0.5% | $49.05 |
MBBiShares MBS ETF | 0.12% | $92.18 | −3.2% | $89.22 |
IAUiShares Gold Trust Shares | 0.11% | $81.17 | −5.1% | $77.06 |
TLHiShares 10-20 Year Treasury Bond ETF | 0.11% | $98.28 | −7.0% | $91.45 |
Neal P. Dunn's buys and sells
Jul 12, 2017 to May 11, 2026, 3 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Sold | $15K–$50K | May 11, 2026 | Jun 23, 202643 days later |
JP Morgan Chase & Co Depositary Shares Preferred Series GGOther | Sold | $50K–$100K | May 11, 2026 | Jun 23, 202643 days later |
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Sold | $50K–$100K | May 11, 2026 | Jun 23, 202643 days later |
Cadence Bank 5.50% Series A (CADE$A) | Exchange | $1K–$15K | Feb 2, 2026 | Mar 17, 202643 days later |
HBANZOtherHuntington Bancshares Incorporated Depositary Shares L Pref… | Exchange | $1K–$15K | Feb 2, 2026 | Mar 17, 202643 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sold part | $1K–$15K | Sep 4, 2025 | Oct 1, 202527 days later |
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Bought | $1K–$15K | Jun 2, 2025 | Aug 13, 202572 days later · late |
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Bought | $1K–$15K | Mar 3, 2025 | Apr 3, 202531 days later |
MSTRSpouseMicroStrategy Incorporated | Bought | $15K–$50K | Dec 24, 2024 | Mar 10, 202576 days later · late |
Cadence Bank 5.50% Series A (CADE$A) | Bought | $1K–$15K | Nov 6, 2024 | Dec 16, 202440 days later |
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Bought | $1K–$15K | Nov 6, 2024 | Dec 16, 202440 days later |
JP Morgan Chase & Co Depositary Shares Preferred Series GGOther | Bought | $1K–$15K | Nov 6, 2024 | Dec 16, 202440 days later |
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Bought | $1K–$15K | Nov 6, 2024 | Dec 16, 202440 days later |
U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Bought | $1K–$15K | Nov 6, 2024 | Dec 16, 202440 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
Cadence Bank 5.50% Series A (CADE$A) | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
JP Morgan Chase & Co Depositary Shares Preferred Series GGOther | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
US Bancorp Preferred Series KOther | Bought | $1K–$15K | Sep 27, 2024 | Nov 7, 202441 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Sold | $1K–$15K | Apr 24, 2024 | May 22, 202428 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Sold | $1K–$15K | Apr 24, 2024 | May 22, 202428 days later |
Cadence Bank 5.50% Series A (CADE$A) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J)Spouse | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series DD (WFC$D)Spouse | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Bought | $1K–$15K | May 5, 2023 | May 26, 202321 days later |
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Sold | $1K–$15K | Jan 5, 2023 | Feb 17, 202343 days later |
Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Sold | $1K–$15K | Jan 5, 2023 | Feb 17, 202343 days later |
SOSouthern Company | Sold | $15K–$50K | Jan 5, 2023 | Feb 17, 202343 days later |
SOSpouseSouthern Company | Sold | $15K–$50K | Jan 5, 2023 | Feb 17, 202343 days later |
AT&T Inc. Depositary Shares, each representing a 1/1,000th interest in a share of 5.000% Perpetual Preferred Stock, Series A (T$A) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
Cadence Bank 5.50% Series A (CADE$A) | Bought | $1K–$15K | Aug 15, 2022 | Sep 9, 202225 days later |
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
Truist Financial Corporation Depositary Shares, each representing 1/1,000th interest in a share of Series R Non-Cumulative Perpetual Preferred Stock (TFC$R) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
U.S. Bancorp Depositary Shares each representing a 1/1,000th interest in a share of Series K Non-Cumulative Perpetual Preferred Stock (USB$P) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Bought | $15K–$50K | Aug 15, 2022 | Sep 9, 202225 days later |
Cadence Bank 5.50% Series A (CADE$A) | Bought | $15K–$50K | Aug 10, 2022 | Sep 9, 202230 days later |
Capital One Financial Corporation Depositary shares each representing a 1/40th interest in a share of Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series I of the Issuer (COF$I) | Bought | $15K–$50K | Aug 10, 2022 | Sep 9, 202230 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of JPMorgan Chase & Co. 4.75% Non-Cumulative Preferred Stock, Series GG (JPM$J) | Bought | $15K–$50K | Aug 10, 2022 | Sep 9, 202230 days later |
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Bought | $15K–$50K | Aug 10, 2022 | Sep 9, 202230 days later |
KeyCorp Depositary Shares each representing a 1/40th ownership interest in a share of Fixed Rate Perpetual Non-Cumulative Preferred Stock, Series F (KEY$J) | Bought | $1K–$15K | Aug 10, 2022 | Sep 9, 202230 days later |
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Bought | $1K–$15K | Aug 10, 2022 | Sep 9, 202230 days later |
Regions Financial Corporation Depositary Shares, Each Representing a 1/40th Interest in a Share of 4.45% Non-Cumulative Perpetual Preferred Stock, Series E (RF$E) | Bought | $15K–$50K | Aug 10, 2022 | Sep 9, 202230 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series Y (WFC$Y) | Bought | $15K–$50K | Aug 10, 2022 | Sep 9, 202230 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Sold | $100K–$250K | Mar 11, 2021 | Mar 24, 202113 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Bought | $1K–$15K | Feb 22, 2021 | Mar 24, 202130 days later |
BXSBancorpSouth Bank | Sold | $250K–$500K | Dec 15, 2020 | Jan 15, 202131 days later |
BXSBancorpSouth Bank | Sold | $50K–$100K | Dec 15, 2020 | Jan 15, 202131 days later |
BXSBancorpSouth Bank | Sold | $50K–$100K | Dec 15, 2020 | Jan 15, 202131 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Sold | $15K–$50K | Dec 15, 2020 | Jan 15, 202131 days later |
BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Sold | $100K–$250K | Dec 7, 2020 | Dec 23, 202016 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) | Sold | $1K–$15K | Dec 7, 2020 | Dec 23, 202016 days later |
BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Bought | $1K–$15K | Nov 20, 2020 | Dec 23, 202033 days later |
BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Bought | $1K–$15K | Nov 20, 2020 | Dec 23, 202033 days later |
BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Sold part | $50K–$100K | Nov 17, 2020 | Dec 23, 202036 days later |
BXSbancorpSouth bank (bXS) | Bought | $1K–$15K | Oct 1, 2020 | Nov 5, 202035 days later |
BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Bought | $1K–$15K | Aug 20, 2020 | Sep 9, 202020 days later |
BancorpSouth Bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (BXS$A) | Bought | $1K–$15K | Aug 20, 2020 | Sep 9, 202020 days later |
Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Sold | $15K–$50K | Aug 7, 2020 | Sep 9, 202033 days later |
Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Sold | $1K–$15K | Aug 7, 2020 | Sep 9, 202033 days later |
BXSbancorpSouth bank (bXS) | Bought | $1K–$15K | Jul 1, 2020 | Jul 18, 202017 days later |
Regions Financial Corporation Depositary Shares Representing 1/40th Perpetual Preferred Series A (RF$A) | Bought | $50K–$100K | Jun 22, 2020 | Jul 18, 202026 days later |
bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (bAC$K) | Sold | $1K–$15K | May 26, 2020 | Jun 23, 202028 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$g) | Sold | $1K–$15K | May 26, 2020 | Jun 23, 202028 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Sold | $1K–$15K | May 26, 2020 | Jun 23, 202028 days later |
BXSbancorpSouth bank (bXS) | Bought | $1K–$15K | Apr 1, 2020 | May 1, 202030 days later |
BXSBancorpsouth Bank (BXs) [sT] | Bought | $1K–$15K | Feb 20, 2020 | Mar 19, 202028 days later |
BXSbancorpSouth bank (bXS) | Bought | $1K–$15K | Dec 30, 2019 | Jan 30, 202031 days later |
BXSbancorpSouth bank (bXS) | Bought | $1K–$15K | Dec 30, 2019 | Jan 30, 202031 days later |
BXSbancorpSouth bank (bXS) | Bought | $1K–$15K | Dec 30, 2019 | Jan 30, 202031 days later |
BXSSpousebancorpSouth bank (bXS) | Sold part | $50K–$100K | Dec 12, 2019 | Jan 20, 202039 days later |
BXSbancorpSouth bank (bXS) | Sold part | $250K–$500K | Dec 12, 2019 | Jan 20, 202039 days later |
BXSbancorpSouth bank (bXS) | Sold part | $50K–$100K | Dec 12, 2019 | Jan 20, 202039 days later |
BXSbancorpSouth bank (bXS) | Sold part | $50K–$100K | Dec 12, 2019 | Jan 20, 202039 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Bought | $50K–$100K | Nov 19, 2019 | Dec 11, 201922 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Bought | $15K–$50K | Nov 18, 2019 | Dec 11, 201923 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Bought | $15K–$50K | Nov 15, 2019 | Dec 11, 201926 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Bought | $15K–$50K | Nov 15, 2019 | Dec 11, 201926 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A)Spouse | Bought | $15K–$50K | Nov 15, 2019 | Dec 11, 201926 days later |
bancorpSouth bank 5.50% Series A Non-Cumulative Perpetual Preferred Stock (bXS$A) | Bought | $50K–$100K | Nov 15, 2019 | Dec 11, 201926 days later |
BXSbancorpSouth bank (bXS) | Sold part | $100K–$250K | Nov 12, 2019 | Dec 11, 201929 days later |
BXSbancorpSouth bank (bXS) | Sold part | $50K–$100K | Nov 12, 2019 | Dec 11, 201929 days later |
BXSbancorpSouth bank (bXS) | Sold part | $500K–$1M | Nov 12, 2019 | Dec 11, 201929 days later |
BXSbancorpSouth bank (bXS) | Sold part | $50K–$100K | Nov 11, 2019 | Dec 11, 201930 days later |
BXSbancorpSouth bank (bXS) | Sold part | $100K–$250K | Nov 11, 2019 | Dec 11, 201930 days later |
BXSSpousebancorpSouth bank (bXS) | Sold part | $100K–$250K | Nov 11, 2019 | Dec 11, 201930 days later |
summit Financial Enterprises Inc. [Ps] | Exchange | $1M–$5M | Sep 1, 2019 | Sep 30, 201929 days later |
summit Financial Enterprises Inc. [Ps] | Exchange | $250K–$500K | Sep 1, 2019 | Sep 30, 201929 days later |
summit Financial Enterprises Inc. [Ps] | Exchange | $250K–$500K | Sep 1, 2019 | Sep 30, 201929 days later |
sP summit Financial Enterprises Inc. [Ps] | Exchange | $250K–$500K | Sep 1, 2019 | Sep 30, 201929 days later |
Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
Bank of America Corporation Depositary Shares, each representing a 1/1,000th interest in a share of 5.875% Non- Cumulative Preferred Stock, Series HH (BAC$K) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
BB&T Corporation Depositary Shares Representing 1/1000th Perpetual Preferred Series D (BBT$D) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
J P Morgan Chase & Co Depositary Shares, each representing a 1/400th interest in a share of 6.10% Non-Cumulative Preferred Stock, Series AA (JPM$G) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
Wells Fargo & Company Depositary Shares, each representing a 1/1,000th interest in a share of Non-Cumulative Perpetual Class A Preferred Stock, Series V (WFC$V) | Bought | $1K–$15K | Jan 14, 2019 | Feb 7, 201924 days later |
summit Bank, Na [Ps] | Bought | $50K–$100K | Jul 12, 2017 | Sep 11, 2018426 days later · late |
Neal P. Dunn's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 91% |
| Technology | 7.0% |
| Health Care | 1.4% |
| Financials | 0.1% |
Portfolio performance: Neal P. Dunn vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Dec 13, 2019.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +68.1% | +10.9% |
| S&P 500 | +91.4% | +13.8% |
| Nasdaq-100 | +116.8% | +16.7% |
Neal P. Dunn's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
BXSbancorpSouth bank (bXS) | 7 | 13 |
SOSouthern Company | 0 | 2 |
HBANZHuntington Bancshares Incorporated - Depositary Shares L Preferred Stock | 0 | 0 |
MSTRMicroStrategy Incorporated | 1 | 0 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.