Empower Advisory Group’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$91.9M Buy
928,410
+107,122
+13% +$10.6M 0.28% 72
2025
Q1
$61.7M Buy
821,288
+60,865
+8% +$4.57M 0.2% 106
2024
Q4
$57M Buy
760,423
+100,676
+15% +$7.54M 0.19% 109
2024
Q3
$46.4M Buy
659,747
+192,754
+41% +$13.6M 0.16% 113
2024
Q2
$49.9M Buy
466,993
+22,396
+5% +$2.39M 0.19% 114
2024
Q1
$59.2M Buy
444,597
+30,355
+7% +$4.04M 0.22% 106
2023
Q4
$58.8M Buy
414,242
+56,083
+16% +$7.97M 0.23% 98
2023
Q3
$38.1M Sell
358,159
-20,321
-5% -$2.16M 0.17% 112
2023
Q2
$54.3M Sell
378,480
-42,311
-10% -$6.07M 0.23% 102
2023
Q1
$62.3M Buy
+420,791
New +$62.3M 0.28% 83