Kestra Advisory Services’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 | – | Sell |
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|
2025
Q2 | $223K | Sell |
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|
2025
Q1 | $254K | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $867K | Sell |
|
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $877K | Buy |
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|
2023
Q4 | $813K | Buy |
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|
2023
Q3 | $599K | Sell |
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|
2023
Q2 | $824K | Sell |
|
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|
2023
Q1 | $1.07M | Sell |
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|
2022
Q4 | $1.73M | Buy |
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|
2022
Q3 | $1.46M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $935K | Sell |
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|
2021
Q4 | $937K | Sell |
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|
2021
Q3 | $2.58M | Buy |
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|
2021
Q2 | $861K | Buy |
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|
2021
Q1 | $927K | Buy |
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|
2020
Q4 | $666K | Buy |
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|
2020
Q3 | $407K | Buy |
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