Creative Planning’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45M | Sell |
245,432
-3,142
| -1% | -$576K | 0.04% | 191 |
|
|
2025
Q1 | $43.7M | Buy |
248,574
+1,235
| +0.5% | +$217K | 0.04% | 181 |
|
|
2024
Q4 | $46.4M | Buy |
247,339
+13,074
| +6% | +$2.45M | 0.05% | 159 |
|
|
2024
Q3 | $44.9M | Buy |
234,265
+50
| +0% | +$9.59K | 0.04% | 154 |
|
|
2024
Q2 | $42.3M | Sell |
234,215
-1,758
| -0.7% | -$317K | 0.05% | 159 |
|
|
2024
Q1 | $41.8M | Buy |
235,973
+1,030
| +0.4% | +$183K | 0.05% | 155 |
|
|
2023
Q4 | $36.1M | Buy |
234,943
+2,285
| +1% | +$351K | 0.07% | 164 |
|
|
2023
Q3 | $32.5M | Buy |
232,658
+25,252
| +12% | +$3.52M | 0.04% | 176 |
|
|
2023
Q2 | $30.6M | Buy |
207,406
+217
| +0.1% | +$32K | 0.04% | 169 |
|
|
2023
Q1 | $31.5M | Buy |
207,189
+1,553
| +0.8% | +$236K | 0.05% | 158 |
|
|
2022
Q4 | $27.8M | Buy |
205,636
+2,152
| +1% | +$291K | 0.04% | 172 |
|
|
2022
Q3 | $23.7M | Buy |
203,484
+1,210
| +0.6% | +$141K | 0.04% | 163 |
|
|
2022
Q2 | $24.5M | Sell |
202,274
-1,178
| -0.6% | -$143K | 0.04% | 174 |
|
|
2022
Q1 | $31.9M | Buy |
203,452
+99
| +0% | +$15.5K | 0.05% | 145 |
|
|
2021
Q4 | $36.9M | Sell |
203,353
-321
| -0.2% | -$58.3K | 0.06% | 120 |
|
|
2021
Q3 | $31.7M | Buy |
203,674
+776
| +0.4% | +$121K | 0.06% | 129 |
|
|
2021
Q2 | $30.6M | Sell |
202,898
-7,718
| -4% | -$1.16M | 0.05% | 125 |
|
|
2021
Q1 | $28.9M | Buy |
210,616
+7,681
| +4% | +$1.05M | 0.06% | 126 |
|
|
2020
Q4 | $25.6M | Buy |
202,935
+3,090
| +2% | +$390K | 0.06% | 134 |
|
|
2020
Q3 | $21.7M | Buy |
199,845
+473
| +0.2% | +$51.2K | 0.06% | 130 |
|
|
2020
Q2 | $19.3M | Sell |
199,372
-384
| -0.2% | -$37.1K | 0.06% | 124 |
|
|
2020
Q1 | $16.8M | Sell |
199,756
-3,820
| -2% | -$321K | 0.06% | 122 |
|
|
2019
Q4 | $23.5M | Buy |
203,576
+3,444
| +2% | +$397K | 0.07% | 112 |
|
|
2019
Q3 | $19.9M | Buy |
200,132
+29
| +0% | +$2.89K | 0.06% | 118 |
|
|
2019
Q2 | $20.1M | Buy |
200,103
+3,157
| +2% | +$316K | 0.07% | 115 |
|
|
2019
Q1 | $18.5M | Sell |
196,946
-27
| -0% | -$2.53K | 0.07% | 110 |
|
|
2018
Q4 | $14M | Buy |
196,973
+195
| +0.1% | +$13.8K | 0.06% | 125 |
|
|
2018
Q3 | $17.4M | Buy |
196,778
+273
| +0.1% | +$24.2K | 0.06% | 113 |
|
|
2018
Q2 | $14.4M | Sell |
196,505
-2,177
| -1% | -$159K | 0.06% | 122 |
|
|
2018
Q1 | $19.5M | Buy |
198,682
+2,191
| +1% | +$215K | 0.08% | 91 |
|
|
2017
Q4 | $19.8M | Buy |
196,491
+1,022
| +0.5% | +$103K | 0.09% | 90 |
|
|
2017
Q3 | $17.9M | Buy |
195,469
+1,087
| +0.6% | +$99.3K | 0.08% | 95 |
|
|
2017
Q2 | $15.6M | Sell |
194,382
-1,157
| -0.6% | -$92.8K | 0.08% | 102 |
|
|
2017
Q1 | $15.7M | Buy |
195,539
+134
| +0.1% | +$10.8K | 0.09% | 94 |
|
|
2016
Q4 | $14.6M | Sell |
195,405
-495
| -0.3% | -$37.1K | 0.09% | 98 |
|
|
2016
Q3 | $14.4M | Buy |
195,900
+418
| +0.2% | +$30.8K | 0.09% | 100 |
|
|
2016
Q2 | $13.6M | Sell |
195,482
-74
| -0% | -$5.13K | 0.1% | 90 |
|
|
2016
Q1 | $12.6M | Sell |
195,556
-344
| -0.2% | -$22.1K | 0.1% | 90 |
|
|
2015
Q4 | $12M | Sell |
195,900
-282
| -0.1% | -$17.3K | 0.1% | 92 |
|
|
2015
Q3 | $11.2M | Sell |
196,182
-156
| -0.1% | -$8.92K | 0.1% | 92 |
|
|
2015
Q2 | $13.8M | Sell |
196,338
-192
| -0.1% | -$13.5K | 0.13% | 80 |
|
|
2015
Q1 | $13.6M | Buy |
196,530
+60
| +0% | +$4.15K | 0.13% | 76 |
|
|
2014
Q4 | $14.1M | Buy |
196,470
+274
| +0.1% | +$19.7K | 0.15% | 70 |
|
|
2014
Q3 | $15.8M | Buy |
196,196
+566
| +0.3% | +$45.5K | 0.18% | 62 |
|
|
2014
Q2 | $17.8M | Buy |
195,630
+120
| +0.1% | +$10.9K | 0.23% | 54 |
|
|
2014
Q1 | $16M | Buy |
195,510
+7,121
| +4% | +$582K | 0.24% | 48 |
|
|
2013
Q4 | $18.2M | Buy |
188,389
+22,574
| +14% | +$2.18M | 0.31% | 38 |
|
|
2013
Q3 | $14.9M | Buy |
165,815
+330
| +0.2% | +$29.6K | 0.3% | 40 |
|
|
2013
Q2 | $12.9M | Buy |
+165,485
| New | +$12.9M | 0.3% | 40 |
|