Larson Financial Group’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 | $23.2K | Buy |
234
+135
| +136% | +$13.4K | ﹤0.01% | 1411 |
|
2025
Q1 | $7.43K | Buy |
99
+51
| +106% | +$3.83K | ﹤0.01% | 1737 |
|
2024
Q4 | $3.6K | Buy |
48
+9
| +23% | +$674 | ﹤0.01% | 1735 |
|
2024
Q3 | $2.74K | Buy |
39
+8
| +26% | +$562 | ﹤0.01% | 1787 |
|
2024
Q2 | $3.31K | Buy |
31
+1
| +3% | +$107 | ﹤0.01% | 1519 |
|
2024
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 1238 |
|
2023
Q4 | $4.26K | Sell |
30
-100
| -77% | -$14.2K | ﹤0.01% | 1220 |
|
2023
Q3 | $13.8K | Hold |
130
| – | – | ﹤0.01% | 915 |
|
2023
Q2 | $18.7K | Buy |
130
+100
| +333% | +$14.4K | ﹤0.01% | 755 |
|
2023
Q1 | $4.31K | Hold |
30
| – | – | ﹤0.01% | 1113 |
|
2022
Q4 | $4.24K | Hold |
30
| – | – | ﹤0.01% | 1067 |
|
2022
Q3 | $4K | Hold |
30
| – | – | ﹤0.01% | 985 |
|
2022
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 870 |
|
2022
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 784 |
|
2021
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 848 |
|
2021
Q3 | $3K | Sell |
30
-27
| -47% | -$2.7K | ﹤0.01% | 740 |
|
2021
Q2 | $6K | Sell |
57
-8
| -12% | -$842 | ﹤0.01% | 617 |
|
2021
Q1 | $7K | Hold |
65
| – | – | ﹤0.01% | 596 |
|
2020
Q4 | $7K | Buy |
65
+3
| +5% | +$323 | ﹤0.01% | 538 |
|
2020
Q3 | $6K | Buy |
62
+54
| +675% | +$5.23K | ﹤0.01% | 499 |
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 598 |
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 465 |
|
2019
Q4 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 499 |
|
2019
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 555 |
|
2019
Q2 | $0 | Sell |
4
-4
| -50% | – | ﹤0.01% | 507 |
|
2019
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 423 |
|
2018
Q4 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 399 |
|