Key Financial Inc’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 | $21.7K | Hold |
219
| – | – | ﹤0.01% | 674 |
|
|
2025
Q1 | $16.4K | Hold |
219
| – | – | ﹤0.01% | 708 |
|
|
2024
Q4 | $16.4K | Sell |
219
-724
| -77% | -$54.3K | ﹤0.01% | 705 |
|
|
2024
Q3 | $66.3K | Hold |
943
| – | – | 0.01% | 430 |
|
|
2024
Q2 | $101K | Hold |
943
| – | – | 0.02% | 338 |
|
|
2024
Q1 | $126K | Hold |
943
| – | – | 0.03% | 278 |
|
|
2023
Q4 | $134K | Hold |
943
| – | – | 0.04% | 256 |
|
|
2023
Q3 | $100K | Sell |
943
-43
| -4% | -$4.58K | 0.03% | 289 |
|
|
2023
Q2 | $141K | Buy |
986
+66
| +7% | +$9.47K | 0.05% | 247 |
|
|
2023
Q1 | $132K | Hold |
920
| – | – | 0.05% | 240 |
|
|
2022
Q4 | $125K | Hold |
920
| – | – | 0.06% | 223 |
|
|
2022
Q3 | $125K | Hold |
920
| – | – | 0.06% | 226 |
|
|
2022
Q2 | $144K | Hold |
920
| – | – | 0.08% | 195 |
|
|
2022
Q1 | $147K | Hold |
920
| – | – | 0.07% | 203 |
|
|
2021
Q4 | $129K | Hold |
920
| – | – | 0.06% | 198 |
|
|
2021
Q3 | $88K | Hold |
920
| – | – | 0.05% | 240 |
|
|
2021
Q2 | $92K | Buy |
920
+701
| +320% | +$70.1K | 0.05% | 239 |
|
|
2021
Q1 | $25K | Hold |
219
| – | – | 0.02% | 359 |
|
|
2020
Q4 | $24K | Buy |
+219
| New | +$24K | 0.02% | 343 |
|
|
2020
Q2 | – | Sell |
-219
| Closed | -$17K | – | 218 |
|
|
2020
Q1 | $17K | Buy |
+219
| New | +$17K | 0.02% | 341 |
|