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