Cobblestone Capital 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 | $497K | Buy |
2,712
+67
| +3% | +$12.3K | 0.03% | 198 |
|
2025
Q1 | $465K | Sell |
2,645
-129
| -5% | -$22.7K | 0.03% | 198 |
|
2024
Q4 | $520K | Buy |
2,774
+38
| +1% | +$7.13K | 0.03% | 184 |
|
2024
Q3 | $525K | Buy |
2,736
+150
| +6% | +$28.8K | 0.03% | 186 |
|
2024
Q2 | $467K | Buy |
2,586
+2
| +0.1% | +$361 | 0.03% | 183 |
|
2024
Q1 | $458K | Buy |
2,584
+286
| +12% | +$50.7K | 0.03% | 181 |
|
2023
Q4 | $353K | Sell |
2,298
-74
| -3% | -$11.4K | 0.02% | 209 |
|
2023
Q3 | $331K | Buy |
+2,372
| New | +$331K | 0.02% | 196 |
|
2014
Q1 | – | Sell |
-5,035
| Closed | -$326K | – | 162 |
|
2013
Q4 | $326K | Hold |
5,035
| – | – | 0.06% | 132 |
|
2013
Q3 | $303K | Buy |
5,035
+75
| +2% | +$4.51K | 0.06% | 124 |
|
2013
Q2 | $258K | Buy |
+4,960
| New | +$258K | 0.06% | 131 |
|