Eads & Heald Wealth Management’s Dover DOV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.5M | Sell |
8,173
-297
| -4% | -$54.4K | 0.74% | 56 |
|
2025
Q1 | $1.49M | Sell |
8,470
-175
| -2% | -$30.7K | 0.76% | 57 |
|
2024
Q4 | $1.62M | Sell |
8,645
-174
| -2% | -$32.6K | 0.8% | 56 |
|
2024
Q3 | $1.69M | Sell |
8,819
-160
| -2% | -$30.7K | 0.8% | 53 |
|
2024
Q2 | $1.62M | Sell |
8,979
-204
| -2% | -$36.8K | 0.78% | 55 |
|
2024
Q1 | $1.63M | Sell |
9,183
-906
| -9% | -$161K | 0.76% | 62 |
|
2023
Q4 | $1.55M | Sell |
10,089
-60
| -0.6% | -$9.23K | 0.75% | 67 |
|
2023
Q3 | $1.42M | Sell |
10,149
-101
| -1% | -$14.1K | 0.74% | 65 |
|
2023
Q2 | $1.51M | Buy |
10,250
+495
| +5% | +$73.1K | 0.74% | 67 |
|
2023
Q1 | $1.48M | Sell |
9,755
-13
| -0.1% | -$1.98K | 0.73% | 68 |
|
2022
Q4 | $1.32M | Sell |
9,768
-5
| -0.1% | -$677 | 0.67% | 72 |
|
2022
Q3 | $1.14M | Buy |
9,773
+329
| +3% | +$38.3K | 0.65% | 73 |
|
2022
Q2 | $1.15M | Sell |
9,444
-20
| -0.2% | -$2.43K | 0.62% | 75 |
|
2022
Q1 | $1.49M | Sell |
9,464
-75
| -0.8% | -$11.8K | 0.69% | 67 |
|
2021
Q4 | $1.73M | Sell |
9,539
-420
| -4% | -$76.3K | 0.75% | 63 |
|
2021
Q3 | $1.55M | Sell |
9,959
-566
| -5% | -$88K | 0.75% | 66 |
|
2021
Q2 | $1.59M | Sell |
10,525
-234
| -2% | -$35.2K | 0.77% | 64 |
|
2021
Q1 | $1.48M | Sell |
10,759
-99
| -0.9% | -$13.6K | 0.76% | 69 |
|
2020
Q4 | $1.37M | Hold |
10,858
| – | – | 0.74% | 67 |
|
2020
Q3 | $1.18M | Sell |
10,858
-76
| -0.7% | -$8.23K | 0.7% | 69 |
|
2020
Q2 | $1.06M | Sell |
10,934
-245
| -2% | -$23.7K | 0.64% | 71 |
|
2020
Q1 | $938K | Sell |
11,179
-64
| -0.6% | -$5.37K | 0.66% | 71 |
|
2019
Q4 | $1.3M | Sell |
11,243
-230
| -2% | -$26.5K | 0.69% | 68 |
|
2019
Q3 | $1.14M | Sell |
11,473
-31
| -0.3% | -$3.09K | 0.64% | 71 |
|
2019
Q2 | $1.15M | Sell |
11,504
-390
| -3% | -$39.1K | 0.65% | 69 |
|
2019
Q1 | $1.12M | Buy |
11,894
+219
| +2% | +$20.5K | 0.65% | 69 |
|
2018
Q4 | $828K | Sell |
11,675
-15
| -0.1% | -$1.06K | 0.55% | 80 |
|
2018
Q3 | $1.04M | Sell |
11,690
-20
| -0.2% | -$1.77K | 0.59% | 77 |
|
2018
Q2 | $857K | Sell |
11,710
-2,527
| -18% | -$185K | 0.53% | 81 |
|
2018
Q1 | $1.13M | Sell |
14,237
-155
| -1% | -$12.3K | 0.72% | 69 |
|
2017
Q4 | $1.17M | Sell |
14,392
-2,014
| -12% | -$164K | 0.69% | 72 |
|
2017
Q3 | $1.21M | Sell |
16,406
-1,317
| -7% | -$97.2K | 0.75% | 67 |
|
2017
Q2 | $1.15M | Sell |
17,723
-6,307
| -26% | -$409K | 0.74% | 69 |
|
2017
Q1 | $1.56M | Sell |
24,030
-4,074
| -14% | -$264K | 1.01% | 45 |
|
2016
Q4 | $1.7M | Sell |
28,104
-563
| -2% | -$34.1K | 1.16% | 34 |
|
2016
Q3 | $1.71M | Sell |
28,667
-204
| -0.7% | -$12.1K | 1.17% | 30 |
|
2016
Q2 | $1.62M | Sell |
28,871
-205
| -0.7% | -$11.5K | 1.11% | 38 |
|
2016
Q1 | $1.51M | Buy |
29,076
+1,301
| +5% | +$67.6K | 1.05% | 43 |
|
2015
Q4 | $1.38M | Buy |
27,775
+2,142
| +8% | +$106K | 0.95% | 45 |
|
2015
Q3 | $1.18M | Sell |
25,633
-402
| -2% | -$18.6K | 0.84% | 57 |
|
2015
Q2 | $1.48M | Buy |
26,035
+106
| +0.4% | +$6.01K | 0.97% | 46 |
|
2015
Q1 | $1.45M | Sell |
25,929
-600
| -2% | -$33.5K | 0.93% | 51 |
|
2014
Q4 | $1.54M | Sell |
26,529
-103
| -0.4% | -$5.97K | 0.98% | 47 |
|
2014
Q3 | $1.73M | Sell |
26,632
-551
| -2% | -$35.8K | 1.17% | 38 |
|
2014
Q2 | $2M | Sell |
27,183
-1,796
| -6% | -$132K | 1.33% | 25 |
|
2014
Q1 | $1.91M | Sell |
28,979
-5,862
| -17% | -$387K | 1.26% | 35 |
|
2013
Q4 | $2.26M | Sell |
34,841
-555
| -2% | -$35.9K | 1.5% | 9 |
|
2013
Q3 | $2.13M | Sell |
35,396
-4,284
| -11% | -$258K | 1.52% | 4 |
|
2013
Q2 | $2.07M | Buy |
+39,680
| New | +$2.07M | 1.46% | 18 |
|