Neal Dunn(age: 73)
31
Total Trades
28
Buys
3
Sells
$37K - $451K
Est. Net Worth
2025-09-04
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 COF
|
Capital One Financial Corp | buy | 5 | 0 | $5K - $75K | Jun 02 2025 |
 JPM
|
JPMorgan Chase & Co | sell | 5 | 3 | $0 - $71K | Sep 04 2025 |
 MSTR
|
MicroStrategy Inc | buy | 1 | 0 | $15K - $50K | Dec 24 2024 |
 CADE
|
Cadence Bank | buy | 3 | 0 | $3K - $45K | Nov 06 2024 |
 RF
|
Regions Financial Corp | buy | 3 | 0 | $3K - $45K | Nov 06 2024 |
 USB
|
U.S. Bancorp | buy | 3 | 0 | $3K - $45K | Nov 06 2024 |
 WFC
|
Wells Fargo & Co | buy | 3 | 0 | $3K - $45K | May 05 2023 |
 KEY
|
KeyCorp | buy | 2 | 0 | $2K - $30K | Sep 27 2024 |
 TFC
|
Truist Financial Corp | buy | 2 | 0 | $2K - $30K | Sep 27 2024 |
 T
|
AT&T Inc | buy | 1 | 0 | $1K - $15K | Sep 27 2024 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Sep 04 2025 | Oct 02 2025 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Not Disclosed |
| Jun 02 2025 | Aug 14 2025 |
COF
|
Capital One Financial Corp | buy | $1K - $15K | Not Disclosed |
| Mar 03 2025 | Apr 04 2025 |
COF
|
Capital One Financial Corp | buy | $1K - $15K | Not Disclosed |
| Dec 24 2024 | Mar 11 2025 |
MSTR
|
MicroStrategy Inc | buy | $15K - $50K | Spouse |
| Nov 06 2024 | Dec 17 2024 |
CADE
|
Cadence Bank | buy | $1K - $15K | Not Disclosed |
| Nov 06 2024 | Dec 17 2024 |
COF
|
Capital One Financial Corp | buy | $1K - $15K | Not Disclosed |
| Nov 06 2024 | Dec 17 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Not Disclosed |
| Nov 06 2024 | Dec 17 2024 |
RF
|
Regions Financial Corp | buy | $1K - $15K | Not Disclosed |
| Nov 06 2024 | Dec 17 2024 |
USB
|
U.S. Bancorp | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
T
|
AT&T Inc | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
CADE
|
Cadence Bank | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
COF
|
Capital One Financial Corp | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
KEY
|
KeyCorp | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
RF
|
Regions Financial Corp | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
TFC
|
Truist Financial Corp | buy | $1K - $15K | Not Disclosed |
| Sep 27 2024 | Nov 08 2024 |
USB
|
U.S. Bancorp | buy | $1K - $15K | Not Disclosed |
| Apr 24 2024 | May 23 2024 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Not Disclosed |
| Apr 24 2024 | May 23 2024 |
JPM
|
JPMorgan Chase & Co | sell | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
CADE
|
Cadence Bank | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
COF
|
Capital One Financial Corp | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Spouse |
| May 05 2023 | May 29 2023 |
KEY
|
KeyCorp | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
RF
|
Regions Financial Corp | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
TFC
|
Truist Financial Corp | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
USB
|
U.S. Bancorp | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
WFC
|
Wells Fargo & Co | buy | $1K - $15K | Not Disclosed |
| May 05 2023 | May 29 2023 |
WFC
|
Wells Fargo & Co | buy | $1K - $15K | Spouse |
| May 05 2023 | May 29 2023 |
WFC
|
Wells Fargo & Co | buy | $1K - $15K | Not Disclosed |