Jones Financial Companies’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 | $393K | Buy |
3,984
+1,550
| +64% | +$153K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $177K | Buy |
2,434
+110
| +5% | +$8K | ﹤0.01% | 1539 |
|
|
2024
Q4 | $174K | Buy |
2,324
+782
| +51% | +$58.6K | ﹤0.01% | 1416 |
|
|
2024
Q3 | $113K | Buy |
1,542
+1,012
| +191% | +$73.9K | ﹤0.01% | 1354 |
|
|
2024
Q2 | $56.6K | Buy |
+530
| New | +$56.6K | ﹤0.01% | 1210 |
|
|
2022
Q1 | – | Sell |
-69
| Closed | -$10K | – | 721 |
|
|
2021
Q4 | $10K | Hold |
69
| – | – | ﹤0.01% | 548 |
|
|
2021
Q3 | $7K | Hold |
69
| – | – | ﹤0.01% | 536 |
|
|
2021
Q2 | $7K | Sell |
69
-590
| -90% | -$59.9K | ﹤0.01% | 516 |
|
|
2021
Q1 | $75K | Buy |
+659
| New | +$75K | ﹤0.01% | 299 |
|
|
2013
Q3 | – | Sell |
-155
| Closed | -$8K | – | 739 |
|
|
2013
Q2 | $8K | Buy |
+155
| New | +$8K | ﹤0.01% | 618 |
|