Clearstead Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Buy |
2,403
+317
| +15% | +$58.1K | 0.01% | 640 |
|
|
2025
Q1 | $366K | Buy |
2,086
+46
| +2% | +$8.08K | 0.01% | 655 |
|
|
2024
Q4 | $383K | Buy |
2,040
+55
| +3% | +$10.3K | 0.01% | 646 |
|
|
2024
Q3 | $381K | Sell |
1,985
-87
| -4% | -$16.7K | 0.01% | 642 |
|
|
2024
Q2 | $374K | Buy |
2,072
+1,670
| +415% | +$301K | 0.01% | 611 |
|
|
2024
Q1 | $74.1K | Sell |
402
-10
| -2% | -$1.84K | ﹤0.01% | 670 |
|
|
2023
Q4 | $63.4K | Sell |
412
-392
| -49% | -$60.3K | ﹤0.01% | 687 |
|
|
2023
Q3 | $112K | Buy |
804
+402
| +100% | +$56.1K | ﹤0.01% | 698 |
|
|
2023
Q2 | $59.4K | Buy |
402
+175
| +77% | +$25.8K | ﹤0.01% | 694 |
|
|
2023
Q1 | $34.5K | Hold |
227
| – | – | ﹤0.01% | 743 |
|
|
2022
Q4 | $30.7K | Hold |
227
| – | – | ﹤0.01% | 719 |
|
|
2022
Q3 | $26K | Sell |
227
-405
| -64% | -$46.4K | ﹤0.01% | 723 |
|
|
2022
Q2 | $77K | Sell |
632
-550
| -47% | -$67K | 0.01% | 535 |
|
|
2022
Q1 | $185K | Hold |
1,182
| – | – | 0.01% | 416 |
|
|
2021
Q4 | $215K | Buy |
1,182
+684
| +137% | +$124K | 0.01% | 377 |
|
|
2021
Q3 | $77K | Buy |
498
+21
| +4% | +$3.25K | 0.01% | 534 |
|
|
2021
Q2 | $72K | Hold |
477
| – | – | 0.01% | 503 |
|
|
2021
Q1 | $65K | Hold |
477
| – | – | 0.01% | 507 |
|
|
2020
Q4 | $60K | Hold |
477
| – | – | 0.01% | 487 |
|
|
2020
Q3 | $52K | Hold |
477
| – | – | 0.01% | 459 |
|
|
2020
Q2 | $46K | Hold |
477
| – | – | 0.01% | 434 |
|
|
2020
Q1 | $40K | Buy |
+477
| New | +$40K | 0.01% | 430 |
|