IFP 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 | $182K | Buy |
1,838
+627
| +52% | +$62.1K | 0.01% | 1313 |
|
|
2025
Q1 | $90.9K | Buy |
1,211
+501
| +71% | +$37.6K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $53.3K | Sell |
710
-184
| -21% | -$13.8K | ﹤0.01% | 1800 |
|
|
2024
Q3 | $62.9K | Sell |
894
-1,707
| -66% | -$120K | ﹤0.01% | 1622 |
|
|
2024
Q2 | $278K | Buy |
2,601
+306
| +13% | +$32.7K | 0.01% | 879 |
|
|
2024
Q1 | $306K | Buy |
2,295
+45
| +2% | +$5.99K | 0.01% | 790 |
|
|
2023
Q4 | $320K | Buy |
2,250
+413
| +22% | +$58.7K | 0.02% | 742 |
|
|
2023
Q3 | $196K | Sell |
1,837
-1,826
| -50% | -$194K | 0.01% | 977 |
|
|
2023
Q2 | $527K | Buy |
3,663
+2,133
| +139% | +$307K | 0.02% | 630 |
|
|
2023
Q1 | $61K | Sell |
1,530
-8,291
| -84% | -$330K | ﹤0.01% | 1477 |
|
|
2022
Q4 | $453K | Buy |
9,821
+52
| +0.5% | +$2.4K | 0.01% | 936 |
|
|
2022
Q3 | $451K | Buy |
9,769
+6,340
| +185% | +$293K | 0.01% | 979 |
|
|
2022
Q2 | $186K | Hold |
3,429
| – | – | 0.01% | 1309 |
|
|
2022
Q1 | $186K | Buy |
3,429
+2,153
| +169% | +$117K | 0.01% | 1309 |
|
|
2021
Q4 | $182K | Sell |
1,276
-14
| -1% | -$2K | ﹤0.01% | 978 |
|
|
2021
Q3 | $124K | Buy |
1,290
+358
| +38% | +$34.4K | ﹤0.01% | 1157 |
|
|
2021
Q2 | $89K | Buy |
932
+796
| +585% | +$76K | ﹤0.01% | 1291 |
|
|
2021
Q1 | $16K | Buy |
136
+2
| +1% | +$235 | ﹤0.01% | 1918 |
|
|
2020
Q4 | $14K | Buy |
134
+129
| +2,580% | +$13.5K | ﹤0.01% | 1920 |
|
|
2020
Q3 | $0 | Sell |
5
-9
| -64% | – | ﹤0.01% | 3044 |
|
|
2020
Q2 | $1K | Sell |
14
-55
| -80% | -$3.93K | ﹤0.01% | 2495 |
|
|
2020
Q1 | $5K | Sell |
69
-3,458
| -98% | -$251K | ﹤0.01% | 2023 |
|
|
2019
Q4 | $323K | Buy |
3,527
+175
| +5% | +$16K | 0.02% | 529 |
|
|
2019
Q3 | $382K | Buy |
+3,352
| New | +$382K | 0.03% | 559 |
|
|
2019
Q1 | $63K | Sell |
628
-2,889
| -82% | -$290K | 0.01% | 869 |
|
|
2018
Q4 | $309K | Sell |
3,517
-6,148
| -64% | -$540K | 0.02% | 701 |
|
|
2018
Q3 | $788K | Buy |
9,665
+5,815
| +151% | +$474K | 0.03% | 505 |
|
|
2018
Q2 | $327K | Sell |
3,850
-357
| -8% | -$30.3K | 0.01% | 844 |
|
|
2018
Q1 | $451K | Hold |
4,207
| – | – | 0.02% | 660 |
|
|
2017
Q4 | $451K | Sell |
4,207
-801
| -16% | -$85.9K | 0.02% | 657 |
|
|
2017
Q3 | $435K | Buy |
5,008
+16
| +0.3% | +$1.39K | 0.02% | 743 |
|
|
2017
Q2 | $349K | Sell |
4,992
-378
| -7% | -$26.4K | 0.01% | 831 |
|
|
2017
Q1 | $421K | Buy |
5,370
+604
| +13% | +$47.4K | 0.02% | 754 |
|
|
2016
Q4 | $368K | Buy |
4,766
+1,624
| +52% | +$125K | 0.02% | 762 |
|
|
2016
Q3 | $248K | Buy |
3,142
+126
| +4% | +$9.95K | 0.01% | 891 |
|
|
2016
Q2 | $284K | Buy |
3,016
+2,388
| +380% | +$225K | 0.02% | 810 |
|
|
2016
Q1 | $63K | Sell |
628
-2,183
| -78% | -$219K | 0.01% | 869 |
|
|
2015
Q4 | $217K | Buy |
+2,811
| New | +$217K | 0.01% | 799 |
|