Jones Financial Companies’s Dollar Tree DLTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$425K Buy
2025
Q2
$393K Buy
2025
Q1
$177K Buy
2024
Q4
$174K Buy
2024
Q3
$113K Buy
2024
Q2
$56.6K Buy
2022
Q1
Sell
2021
Q4
$10K Hold
2021
Q3
$7K Hold
2021
Q2
$7K Sell
2021
Q1
$75K Buy
2013
Q3
Sell
2013
Q2
$8K Buy