BOK Financial Private Wealth’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 | $2.18K | Hold |
22
| – | – | ﹤0.01% | 402 |
|
2025
Q1 | $1.65K | Sell |
22
-5
| -19% | -$375 | ﹤0.01% | 452 |
|
2024
Q4 | $2.02K | Buy |
27
+5
| +23% | +$375 | ﹤0.01% | 444 |
|
2024
Q3 | $1.55K | Hold |
22
| – | – | ﹤0.01% | 483 |
|
2024
Q2 | $2.35K | Hold |
22
| – | – | ﹤0.01% | 427 |
|
2024
Q1 | $2.93K | Hold |
22
| – | – | ﹤0.01% | 418 |
|
2023
Q4 | $3.13K | Hold |
22
| – | – | ﹤0.01% | 425 |
|
2023
Q3 | $2.34K | Hold |
22
| – | – | ﹤0.01% | 355 |
|
2023
Q2 | $3.16K | Hold |
22
| – | – | ﹤0.01% | 336 |
|
2023
Q1 | $3.16K | Hold |
22
| – | – | ﹤0.01% | 387 |
|
2022
Q4 | $3.11K | Hold |
22
| – | – | ﹤0.01% | 337 |
|
2022
Q3 | $3K | Hold |
22
| – | – | ﹤0.01% | 351 |
|
2022
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 354 |
|