GeoWealth 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 | $22.4K | Buy |
122
+4
| +3% | +$733 | ﹤0.01% | 1048 |
|
|
2025
Q1 | $20.7K | Sell |
118
-85
| -42% | -$14.9K | ﹤0.01% | 967 |
|
|
2024
Q4 | $38.1K | Buy |
203
+2
| +1% | +$375 | ﹤0.01% | 1235 |
|
|
2024
Q3 | $38.5K | Buy |
+201
| New | +$38.5K | ﹤0.01% | 1150 |
|
|
2023
Q3 | – | Sell |
-96
| Closed | -$14K | – | 492 |
|
|
2023
Q2 | $14K | Sell |
96
-8
| -8% | -$1.17K | ﹤0.01% | 393 |
|
|
2023
Q1 | $16K | Sell |
104
-21
| -17% | -$3.23K | ﹤0.01% | 332 |
|
|
2022
Q4 | $17K | Sell |
125
-24
| -16% | -$3.26K | ﹤0.01% | 325 |
|
|
2022
Q3 | $18K | Buy |
149
+11
| +8% | +$1.33K | ﹤0.01% | 318 |
|
|
2022
Q2 | $17K | Buy |
138
+4
| +3% | +$493 | ﹤0.01% | 311 |
|
|
2022
Q1 | $21K | Sell |
134
-73
| -35% | -$11.4K | ﹤0.01% | 366 |
|
|
2021
Q4 | $37K | Sell |
207
-8
| -4% | -$1.43K | ﹤0.01% | 325 |
|
|
2021
Q3 | $34K | Sell |
215
-276
| -56% | -$43.6K | ﹤0.01% | 340 |
|
|
2021
Q2 | $74K | Buy |
+491
| New | +$74K | 0.01% | 225 |
|