Neal P. Dunn
Mirror Neal's portfolio
Your slice adopts the positions below in Neal's proportions and follows every new filing — $9.99/mo, unlimited portfolios.
Every trade is counted from the close on the day it was disclosed, sized to the disclosed proportions, at real prices. Estimates from disclosed ranges; past trades don't guarantee future results.
What Neal holds
1 position · net of disclosed trades since Jan 5, 2023| Ticker | Company | Today | Est. position | Weight | Since disclosed |
|---|---|---|---|---|---|
| MSTR MicroStrategy Incorporated - Class A Common Stock | MicroStrategy Incorporated - Class A Common Stock | $33K | 100.0% | — |
Position sizes are netted from Neal's disclosed ranges — Congress reports ranges, not share counts. "Since disclosed" is the price change from the filing day to today.
What Neal sold
1 stock sold out of- SOSouthern Company$65K2 sales · Jan 5, 2023
Sale amounts are the midpoints of the disclosed ranges. A stock sold without a disclosed purchase behind it was held before Neal started filing, or was sold on taking office.
Beyond stocks
$423K disclosed without a ticker- Other assets34 trades+$192K−$223K
- Private funds and companies1 trade+$8K
Congress discloses more than stocks. Bonds, notes, private funds and the like have no public price and cannot be mirrored, so they sit outside the estimated stock portfolio above. Green is bought, red is sold, both from the disclosed ranges.
The full record
38 disclosed trades since Jan 5, 2023 · nothing left out- A)other assetsSell$15K–$50K$15K–$50K·
- JP Morgan Chase & Co Depositary Shares Preferred Series GGother assetsSell$50K–$100K$50K–$100K·
- E)other assetsSell$50K–$100K$50K–$100K·
- Huntington Bancshares Incorporated - Depositary Shares L Preferred Stockother assetsExchange$1K–$15K$1K–$15K·
- A)other assetsExchange$1K–$15K$1K–$15K·
- J)other assetspartial saleSell$1K–$15K$1K–$15K·
- I)other assetsBuy$1K–$15K$1K–$15K·
- I)other assetsBuy$1K–$15K$1K–$15K·
- MSTRMicroStrategy Incorporated - Class A Common StockspouseBuy$15K–$50K$15K–$50K·
- I)other assetsBuy$1K–$15K$1K–$15K·
- A)other assetsBuy$1K–$15K$1K–$15K·
- E)other assetsBuy$1K–$15K$1K–$15K·
- JP Morgan Chase & Co Depositary Shares Preferred Series GGother assetsBuy$1K–$15K$1K–$15K·
- A)other assetsBuy$1K–$15K$1K–$15K·
- A)other assetsBuy$1K–$15K$1K–$15K·
- I)other assetsBuy$1K–$15K$1K–$15K·
- JP Morgan Chase & Co Depositary Shares Preferred Series GGother assetsBuy$1K–$15K$1K–$15K·
- E)other assetsBuy$1K–$15K$1K–$15K·
- R)other assetsBuy$1K–$15K$1K–$15K·
- US Bancorp Preferred Series Kprivate funds and companiesBuy$1K–$15K$1K–$15K·
- J)other assetsSell$1K–$15K$1K–$15K·
- D)other assetsSell$1K–$15K$1K–$15K·
- D)other assetsBuy$1K–$15K$1K–$15K·
- R)other assetsBuy$1K–$15K$1K–$15K·
- P)other assetsBuy$1K–$15K$1K–$15K·
- D)other assetsBuy$1K–$15K$1K–$15K·
- Y)other assetsBuy$1K–$15K$1K–$15K·
- J)other assetsBuy$1K–$15K$1K–$15K·
- J)other assetsBuy$1K–$15K$1K–$15K·
- J)other assetsBuy$1K–$15K$1K–$15K·
- I)other assetsBuy$1K–$15K$1K–$15K·
- A)other assetsBuy$1K–$15K$1K–$15K·
- J)other assetsBuy$1K–$15K$1K–$15K·
- E)other assetsBuy$1K–$15K$1K–$15K·
- SOSouthern CompanySell$15K–$50K+28.4%$15K–$50K+28.4%
- SOSouthern CompanyspouseSell$15K–$50K+28.4%$15K–$50K+28.4%
- J)other assetsSell$1K–$15K$1K–$15K·
- A)other assetsSell$1K–$15K$1K–$15K·
Newest filing first. “Since” is the price change from the close on the day the filing was made public to the latest price we have; assets without a public ticker show none. Ranges are what the filer reported; the actual amount and price are not disclosed. Every row links to the filing it came from. This is a public record turned into a table, not a recommendation and not a statement about why anyone traded. Disclosed is not affiliated with Neal P. Dunn.