Farther Finance Advisors’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
$206K Buy
2,082
+47
+2% +$4.66K ﹤0.01% 1368
2025
Q1
$153K Sell
2,035
-353
-15% -$26.6K ﹤0.01% 1333
2024
Q4
$179K Buy
2,388
+111
+5% +$8.32K 0.01% 1039
2024
Q3
$160K Buy
2,277
+1,797
+374% +$126K 0.01% 1089
2024
Q2
$51.4K Sell
480
-11
-2% -$1.18K ﹤0.01% 1403
2024
Q1
$66.7K Buy
491
+81
+20% +$11K ﹤0.01% 1086
2023
Q4
$58.2K Buy
410
+127
+45% +$18K ﹤0.01% 988
2023
Q3
$30.1K Buy
283
+55
+24% +$5.86K ﹤0.01% 966
2023
Q2
$32.7K Buy
228
+120
+111% +$17.2K 0.01% 818
2023
Q1
$15.5K Buy
108
+5
+5% +$718 ﹤0.01% 976
2022
Q4
$14.6K Buy
+103
New +$14.6K 0.01% 828