Allworth Financial’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.7K | Buy |
815
+351
| +76% | +$34.8K | ﹤0.01% | 1652 |
|
|
2025
Q1 | $37.7K | Sell |
464
-1,100
| -70% | -$89.4K | ﹤0.01% | 1688 |
|
|
2024
Q4 | $113K | Buy |
1,564
+413
| +36% | +$29.7K | ﹤0.01% | 1209 |
|
|
2024
Q3 | $80.9K | Buy |
1,151
+50
| +5% | +$3.52K | ﹤0.01% | 1179 |
|
|
2024
Q2 | $117K | Sell |
1,101
-942
| -46% | -$100K | ﹤0.01% | 1012 |
|
|
2024
Q1 | $272K | Buy |
2,043
+157
| +8% | +$20.9K | ﹤0.01% | 695 |
|
|
2023
Q4 | $268K | Buy |
1,886
+313
| +20% | +$44.5K | ﹤0.01% | 657 |
|
|
2023
Q3 | $167K | Sell |
1,573
-69
| -4% | -$7.35K | ﹤0.01% | 737 |
|
|
2023
Q2 | $236K | Buy |
1,642
+1,301
| +382% | +$187K | ﹤0.01% | 658 |
|
|
2023
Q1 | $49K | Sell |
341
-34
| -9% | -$4.88K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $53K | Buy |
375
+142
| +61% | +$20.1K | ﹤0.01% | 990 |
|
|
2022
Q3 | $32K | Sell |
233
-19
| -8% | -$2.61K | ﹤0.01% | 1112 |
|
|
2022
Q2 | $39K | Buy |
252
+35
| +16% | +$5.42K | ﹤0.01% | 982 |
|
|
2022
Q1 | $35K | Buy |
217
+20
| +10% | +$3.23K | ﹤0.01% | 1020 |
|
|
2021
Q4 | $28K | Buy |
197
+170
| +630% | +$24.2K | ﹤0.01% | 997 |
|
|
2021
Q3 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 1598 |
|
|
2021
Q2 | – | Sell |
-141
| Closed | -$16K | – | 1573 |
|
|
2021
Q1 | $16K | Hold |
141
| – | – | ﹤0.01% | 850 |
|
|
2020
Q4 | $15K | Buy |
+141
| New | +$15K | ﹤0.01% | 734 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$1K | – | 905 |
|
|
2018
Q2 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 873 |
|