BFA
Brendel Financial Advisors’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Buy |
22,560
+338
| +2% | +$61.9K | 2.32% | 8 |
|
|
2025
Q1 | $3.9M | Buy |
22,222
+135
| +0.6% | +$23.7K | 2.37% | 10 |
|
|
2024
Q4 | $4.14M | Sell |
22,087
-685
| -3% | -$129K | 2.51% | 7 |
|
|
2024
Q3 | $4.37M | Buy |
22,772
+17,685
| +348% | +$3.39M | 2.48% | 6 |
|
|
2024
Q2 | $918K | Buy |
+5,087
| New | +$918K | 0.58% | 47 |
|
|
2024
Q1 | – | Sell |
-25,774
| Closed | -$3.96M | – | 70 |
|
|
2023
Q4 | $3.96M | Buy |
+25,774
| New | +$3.96M | 2.6% | 6 |
|
|
2023
Q2 | – | Sell |
-29,724
| Closed | -$4.52M | – | 64 |
|
|
2023
Q1 | $4.52M | Buy |
+29,724
| New | +$4.52M | 3.34% | 5 |
|
|
2022
Q3 | – | Sell |
-6,853
| Closed | -$831K | – | 58 |
|
|
2022
Q2 | $831K | Hold |
6,853
| – | – | 0.72% | 38 |
|
|
2022
Q1 | $1.08M | Hold |
6,853
| – | – | 0.58% | 50 |
|
|
2021
Q4 | $1.25M | Buy |
+6,853
| New | +$1.25M | 0.65% | 52 |
|
|
2021
Q3 | – | Sell |
-6,853
| Closed | -$1.03M | – | 122 |
|
|
2021
Q2 | $1.03M | Sell |
6,853
-75
| -1% | -$11.3K | 0.57% | 52 |
|
|
2021
Q1 | $950K | Hold |
6,928
| – | – | 0.64% | 42 |
|
|
2020
Q4 | $875K | Sell |
6,928
-4,237
| -38% | -$535K | 0.6% | 41 |
|
|
2020
Q3 | $1.21M | Buy |
11,165
+855
| +8% | +$92.7K | 0.97% | 35 |
|
|
2020
Q2 | $996K | Buy |
10,310
+492
| +5% | +$47.5K | 0.86% | 41 |
|
|
2020
Q1 | $824K | Buy |
9,818
+3,079
| +46% | +$258K | 0.97% | 32 |
|
|
2019
Q4 | $777K | Hold |
6,739
| – | – | 0.66% | 48 |
|
|
2019
Q3 | $671K | Hold |
6,739
| – | – | 0.6% | 47 |
|
|
2019
Q2 | $675K | Sell |
6,739
-3,052
| -31% | -$306K | 0.65% | 44 |
|
|
2019
Q1 | $918K | Buy |
9,791
+2,755
| +39% | +$258K | 0.82% | 37 |
|
|
2018
Q4 | $499K | Buy |
+7,036
| New | +$499K | 0.57% | 51 |
|