Avantax Advisory Services’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.33M | Buy |
7,237
+914
| +14% | +$167K | 0.01% | 1002 |
|
2025
Q1 | $1.11M | Buy |
6,323
+110
| +2% | +$19.3K | 0.01% | 1030 |
|
2024
Q4 | $1.17M | Buy |
6,213
+854
| +16% | +$160K | 0.01% | 969 |
|
2024
Q3 | $1.03M | Sell |
5,359
-28
| -0.5% | -$5.37K | 0.01% | 1004 |
|
2024
Q2 | $972K | Buy |
+5,387
| New | +$972K | 0.01% | 991 |
|
2024
Q1 | – | Sell |
-1,608
| Closed | -$247K | – | 1662 |
|
2023
Q4 | $247K | Buy |
+1,608
| New | +$247K | ﹤0.01% | 1345 |
|
2023
Q3 | – | Sell |
-1,656
| Closed | -$245K | – | 1565 |
|
2023
Q2 | $245K | Sell |
1,656
-147
| -8% | -$21.7K | ﹤0.01% | 1293 |
|
2023
Q1 | $274K | Buy |
1,803
+131
| +8% | +$19.9K | ﹤0.01% | 1199 |
|
2022
Q4 | $226K | Buy |
+1,672
| New | +$226K | ﹤0.01% | 1251 |
|
2022
Q2 | – | Sell |
-1,372
| Closed | -$218K | – | 1328 |
|
2022
Q1 | $218K | Buy |
+1,372
| New | +$218K | ﹤0.01% | 1152 |
|