Jones Financial Companies’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
17,328
+5,039
| +41% | +$924K | ﹤0.01% | 627 |
|
|
2025
Q1 | $2.15M | Buy |
12,289
+3,034
| +33% | +$530K | ﹤0.01% | 637 |
|
|
2024
Q4 | $1.74M | Buy |
9,255
+4,121
| +80% | +$773K | ﹤0.01% | 597 |
|
|
2024
Q3 | $989K | Buy |
5,134
+4,090
| +392% | +$788K | ﹤0.01% | 616 |
|
|
2024
Q2 | $188K | Buy |
1,044
+691
| +196% | +$125K | ﹤0.01% | 855 |
|
|
2024
Q1 | $62.5K | Sell |
353
-147
| -29% | -$26K | ﹤0.01% | 693 |
|
|
2023
Q4 | $76.9K | Hold |
500
| – | – | ﹤0.01% | 430 |
|
|
2023
Q3 | $69.8K | Hold |
500
| – | – | ﹤0.01% | 336 |
|
|
2023
Q2 | $73.8K | Sell |
500
-37
| -7% | -$5.46K | ﹤0.01% | 332 |
|
|
2023
Q1 | $81.6K | Sell |
537
-7
| -1% | -$1.06K | ﹤0.01% | 322 |
|
|
2022
Q4 | $74K | Buy |
544
+375
| +222% | +$51K | ﹤0.01% | 321 |
|
|
2022
Q3 | $20K | Sell |
169
-175
| -51% | -$20.7K | ﹤0.01% | 380 |
|
|
2022
Q2 | $42K | Sell |
344
-3
| -0.9% | -$366 | ﹤0.01% | 342 |
|
|
2022
Q1 | $54K | Buy |
347
+101
| +41% | +$15.7K | ﹤0.01% | 340 |
|
|
2021
Q4 | $45K | Hold |
246
| – | – | ﹤0.01% | 373 |
|
|
2021
Q3 | $38K | Hold |
246
| – | – | ﹤0.01% | 351 |
|
|
2021
Q2 | $37K | Buy |
246
+15
| +6% | +$2.26K | ﹤0.01% | 337 |
|
|
2021
Q1 | $32K | Buy |
231
+1
| +0.4% | +$139 | ﹤0.01% | 409 |
|
|
2020
Q4 | $29K | Buy |
+230
| New | +$29K | ﹤0.01% | 334 |
|
|
2018
Q2 | – | Sell |
-2,382
| Closed | -$234K | – | 208 |
|
|
2018
Q1 | $234K | Sell |
2,382
-1,874
| -44% | -$184K | ﹤0.01% | 202 |
|
|
2017
Q4 | $430K | Sell |
4,256
-1,814
| -30% | -$183K | ﹤0.01% | 183 |
|
|
2017
Q3 | $554K | Sell |
6,070
-1,669
| -22% | -$152K | ﹤0.01% | 168 |
|
|
2017
Q2 | $620K | Sell |
7,739
-3,672
| -32% | -$294K | ﹤0.01% | 162 |
|
|
2017
Q1 | $916K | Sell |
11,411
-2,740
| -19% | -$220K | ﹤0.01% | 149 |
|
|
2016
Q4 | $1.06M | Sell |
14,151
-545
| -4% | -$40.8K | ﹤0.01% | 142 |
|
|
2016
Q3 | $1.08M | Sell |
14,696
-4,566
| -24% | -$336K | ﹤0.01% | 142 |
|
|
2016
Q2 | $1.34M | Buy |
19,262
+159
| +0.8% | +$11K | 0.01% | 138 |
|
|
2016
Q1 | $1.23M | Sell |
19,103
-1,871
| -9% | -$120K | 0.01% | 136 |
|
|
2015
Q4 | $1.29M | Buy |
20,974
+517
| +3% | +$31.7K | 0.01% | 137 |
|
|
2015
Q3 | $1.17M | Buy |
20,457
+8,544
| +72% | +$488K | 0.01% | 145 |
|
|
2015
Q2 | $836K | Sell |
11,913
-155
| -1% | -$10.9K | 0.01% | 161 |
|
|
2015
Q1 | $834K | Buy |
12,068
+1,758
| +17% | +$121K | 0.01% | 167 |
|
|
2014
Q4 | $740K | Buy |
10,310
+1,540
| +18% | +$111K | 0.01% | 179 |
|
|
2014
Q3 | $705K | Buy |
8,770
+300
| +4% | +$24.1K | 0.01% | 177 |
|
|
2014
Q2 | $771K | Sell |
8,470
-475
| -5% | -$43.2K | 0.01% | 169 |
|
|
2014
Q1 | $731K | Buy |
8,945
+911
| +11% | +$74.4K | 0.01% | 167 |
|
|
2013
Q4 | $776K | Sell |
8,034
-287
| -3% | -$27.7K | 0.01% | 165 |
|
|
2013
Q3 | $747K | Sell |
8,321
-174
| -2% | -$15.6K | 0.01% | 162 |
|
|
2013
Q2 | $660K | Buy |
+8,495
| New | +$660K | 0.01% | 158 |
|