Ownership history in RFG Advisory, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which RFG Advisory, LLC reported a position in DOW CHEM CO (DOW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π RFG Advisory, LLC underperformed the S&P 500 by β33.4% annually on this DOW position. Timing score: 43% (6/14 decisions correct). Average cost basis: $38.51. Maximum drawdown during holding period: β56.3%.
β Significantly underperformed the S&P 500 by 33.4% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $22.33 (2025 Q3) Β· Worst: $51.12 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 5 trims. Bought during 6 of 9 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size