Forum Financial 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 | $299K | Buy |
1,630
+239
| +17% | +$43.8K | ﹤0.01% | 669 |
|
|
2025
Q1 | $244K | Hold |
1,391
| – | – | ﹤0.01% | 708 |
|
|
2024
Q4 | $261K | Sell |
1,391
-596
| -30% | -$112K | ﹤0.01% | 697 |
|
|
2024
Q3 | $381K | Buy |
1,987
+3
| +0.2% | +$575 | 0.01% | 413 |
|
|
2024
Q2 | $358K | Sell |
1,984
-11
| -0.6% | -$1.99K | 0.01% | 415 |
|
|
2024
Q1 | $353K | Buy |
1,995
+24
| +1% | +$4.25K | 0.01% | 440 |
|
|
2023
Q4 | $303K | Buy |
+1,971
| New | +$303K | 0.01% | 447 |
|
|
2022
Q1 | – | Sell |
-1,270
| Closed | -$231K | – | 629 |
|
|
2021
Q4 | $231K | Buy |
+1,270
| New | +$231K | 0.01% | 546 |
|