Allworth Financial’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $592K | Buy |
3,228
+418
| +15% | +$76.6K | ﹤0.01% | 782 |
|
2025
Q1 | $477K | Buy |
2,810
+59
| +2% | +$10K | ﹤0.01% | 691 |
|
2024
Q4 | $547K | Buy |
2,751
+258
| +10% | +$51.3K | ﹤0.01% | 664 |
|
2024
Q3 | $478K | Buy |
2,493
+375
| +18% | +$71.9K | ﹤0.01% | 579 |
|
2024
Q2 | $389K | Buy |
2,118
+1,616
| +322% | +$297K | ﹤0.01% | 631 |
|
2024
Q1 | $89K | Sell |
502
-7
| -1% | -$1.24K | ﹤0.01% | 1062 |
|
2023
Q4 | $78.3K | Sell |
509
-9
| -2% | -$1.38K | ﹤0.01% | 1033 |
|
2023
Q3 | $72.3K | Buy |
518
+291
| +128% | +$40.6K | ﹤0.01% | 993 |
|
2023
Q2 | $33.5K | Sell |
227
-4
| -2% | -$591 | ﹤0.01% | 1274 |
|
2023
Q1 | $35.1K | Buy |
231
+64
| +38% | +$9.72K | ﹤0.01% | 1204 |
|
2022
Q4 | $22.6K | Buy |
167
+26
| +18% | +$3.52K | ﹤0.01% | 1307 |
|
2022
Q3 | $16K | Sell |
141
-33
| -19% | -$3.75K | ﹤0.01% | 1383 |
|
2022
Q2 | $21K | Buy |
174
+62
| +55% | +$7.48K | ﹤0.01% | 1222 |
|
2022
Q1 | $18K | Sell |
112
-84
| -43% | -$13.5K | ﹤0.01% | 1296 |
|
2021
Q4 | $36K | Buy |
196
+61
| +45% | +$11.2K | ﹤0.01% | 920 |
|
2021
Q3 | $21K | Buy |
135
+35
| +35% | +$5.44K | ﹤0.01% | 1001 |
|
2021
Q2 | $15K | Sell |
100
-3
| -3% | -$450 | ﹤0.01% | 919 |
|
2021
Q1 | $14K | Sell |
103
-93
| -47% | -$12.6K | ﹤0.01% | 880 |
|
2020
Q4 | $25K | Hold |
196
| – | – | ﹤0.01% | 608 |
|
2020
Q3 | $21K | Sell |
196
-113
| -37% | -$12.1K | ﹤0.01% | 558 |
|
2020
Q2 | $30K | Hold |
309
| – | – | ﹤0.01% | 500 |
|
2020
Q1 | $26K | Buy |
309
+96
| +45% | +$8.08K | ﹤0.01% | 514 |
|
2019
Q4 | $25K | Buy |
213
+113
| +113% | +$13.3K | ﹤0.01% | 481 |
|
2019
Q3 | $10K | Hold |
100
| – | – | ﹤0.01% | 580 |
|
2019
Q2 | $10K | Hold |
100
| – | – | ﹤0.01% | 581 |
|
2019
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 586 |
|
2018
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
2018
Q3 | $9K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
2018
Q2 | $7K | Sell |
100
-24
| -19% | -$1.68K | ﹤0.01% | 571 |
|
2018
Q1 | $10K | Hold |
124
| – | – | ﹤0.01% | 484 |
|
2017
Q4 | $10K | Hold |
124
| – | – | ﹤0.01% | 468 |
|
2017
Q3 | $9K | Hold |
124
| – | – | ﹤0.01% | 480 |
|
2017
Q2 | $8K | Hold |
124
| – | – | ﹤0.01% | 499 |
|
2017
Q1 | $8K | Hold |
124
| – | – | ﹤0.01% | 466 |
|
2016
Q4 | $7K | Buy |
+124
| New | +$7K | ﹤0.01% | 436 |
|