Jackson Grant Investment Advisers’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.5K | Hold |
172
| – | – | 0.01% | 206 |
|
|
2025
Q1 | $30.1K | Buy |
172
+1
| +0.6% | +$175 | 0.01% | 203 |
|
|
2024
Q4 | $32.1K | Hold |
171
| – | – | 0.01% | 202 |
|
|
2024
Q3 | $32.8K | Hold |
171
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $30.8K | Buy |
171
+1
| +0.6% | +$180 | 0.01% | 207 |
|
|
2024
Q1 | $30.2K | Hold |
170
| – | – | 0.01% | 204 |
|
|
2023
Q4 | $26.2K | Hold |
170
| – | – | 0.01% | 210 |
|
|
2023
Q3 | $23.7K | Hold |
170
| – | – | 0.01% | 215 |
|
|
2023
Q2 | $25K | Buy |
170
+1
| +0.6% | +$147 | 0.01% | 213 |
|
|
2023
Q1 | $25.7K | Buy |
169
+18
| +12% | +$2.74K | 0.01% | 235 |
|
|
2022
Q4 | $20.4K | Buy |
151
+1
| +0.7% | +$135 | 0.01% | 252 |
|
|
2022
Q3 | $18K | Hold |
150
| – | – | 0.01% | 267 |
|
|
2022
Q2 | $18K | Hold |
150
| – | – | 0.01% | 270 |
|
|
2022
Q1 | $23K | Buy |
150
+1
| +0.7% | +$153 | 0.01% | 266 |
|
|
2021
Q4 | $27K | Hold |
149
| – | – | 0.01% | 216 |
|
|
2021
Q3 | $23K | Hold |
149
| – | – | 0.01% | 272 |
|
|
2021
Q2 | $22K | Hold |
149
| – | – | 0.01% | 283 |
|
|
2021
Q1 | $20K | Buy |
149
+1
| +0.7% | +$134 | 0.01% | 286 |
|
|
2020
Q4 | $19K | Hold |
148
| – | – | 0.01% | 262 |
|
|
2020
Q3 | $16K | Buy |
148
+1
| +0.7% | +$108 | 0.01% | 190 |
|
|
2020
Q2 | $14K | Hold |
147
| – | – | 0.01% | 188 |
|
|
2020
Q1 | $12K | Buy |
147
+1
| +0.7% | +$82 | 0.01% | 187 |
|
|
2019
Q4 | $17K | Hold |
146
| – | – | 0.01% | 193 |
|
|
2019
Q3 | $15K | Hold |
146
| – | – | 0.01% | 198 |
|
|
2019
Q2 | $15K | Buy |
146
+1
| +0.7% | +$103 | 0.01% | 199 |
|
|
2019
Q1 | $14K | Hold |
145
| – | – | 0.01% | 195 |
|
|
2018
Q4 | $10K | Buy |
145
+42
| +41% | +$2.9K | 0.01% | 197 |
|
|
2018
Q3 | $9K | Hold |
103
| – | – | 0.01% | 194 |
|
|
2018
Q2 | $8K | Sell |
103
-23
| -18% | -$1.79K | 0.01% | 205 |
|
|
2018
Q1 | $10K | Buy |
126
+1
| +0.8% | +$79 | 0.01% | 193 |
|
|
2017
Q4 | $10K | Buy |
+125
| New | +$10K | 0.01% | 193 |
|
|
2016
Q1 | – | Sell |
-124
| Closed | -$6K | – | 170 |
|
|
2015
Q4 | $6K | Buy |
+124
| New | +$6K | 0.01% | 177 |
|