LFA
Legacy Financial Advisors’s Dover DOV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $749K | Sell |
4,086
-48
| -1% | -$8.8K | 0.12% | 149 |
|
2025
Q1 | $726K | Buy |
4,134
+57
| +1% | +$10K | 0.12% | 145 |
|
2024
Q4 | $765K | Buy |
4,077
+235
| +6% | +$44.1K | 0.13% | 135 |
|
2024
Q3 | $737K | Buy |
3,842
+52
| +1% | +$9.97K | 0.12% | 145 |
|
2024
Q2 | $684K | Buy |
3,790
+40
| +1% | +$7.22K | 0.12% | 139 |
|
2024
Q1 | $664K | Sell |
3,750
-3
| -0.1% | -$532 | 0.12% | 143 |
|
2023
Q4 | $577K | Buy |
3,753
+63
| +2% | +$9.69K | 0.11% | 146 |
|
2023
Q3 | $515K | Buy |
3,690
+42
| +1% | +$5.86K | 0.1% | 132 |
|
2023
Q2 | $539K | Buy |
3,648
+120
| +3% | +$17.7K | 0.1% | 131 |
|
2023
Q1 | $536K | Buy |
3,528
+46
| +1% | +$6.99K | 0.11% | 115 |
|
2022
Q4 | $471K | Buy |
3,482
+94
| +3% | +$12.7K | 0.1% | 119 |
|
2022
Q3 | $395K | Buy |
3,388
+160
| +5% | +$18.7K | 0.09% | 120 |
|
2022
Q2 | $392K | Buy |
3,228
+144
| +5% | +$17.5K | 0.1% | 115 |
|
2022
Q1 | $484K | Sell |
3,084
-58
| -2% | -$9.1K | 0.11% | 101 |
|
2021
Q4 | $571K | Buy |
3,142
+112
| +4% | +$20.4K | 0.13% | 78 |
|
2021
Q3 | $471K | Sell |
3,030
-24
| -0.8% | -$3.73K | 0.12% | 83 |
|
2021
Q2 | $460K | Sell |
3,054
-9
| -0.3% | -$1.36K | 0.12% | 80 |
|
2021
Q1 | $420K | Buy |
3,063
+20
| +0.7% | +$2.74K | 0.12% | 76 |
|
2020
Q4 | $384K | Buy |
3,043
+21
| +0.7% | +$2.65K | 0.11% | 80 |
|
2020
Q3 | $327K | Buy |
+3,022
| New | +$327K | 0.1% | 80 |
|
2020
Q1 | – | Sell |
-2,661
| Closed | -$307K | – | 77 |
|
2019
Q4 | $307K | Hold |
2,661
| – | – | 0.1% | 96 |
|
2019
Q3 | $265K | Hold |
2,661
| – | – | 0.09% | 97 |
|
2019
Q2 | $267K | Buy |
2,661
+41
| +2% | +$4.11K | 0.09% | 98 |
|
2019
Q1 | $246K | Buy |
2,620
+6
| +0.2% | +$563 | 0.08% | 97 |
|
2018
Q4 | $185K | Sell |
2,614
-39
| -1% | -$2.76K | 0.07% | 104 |
|
2018
Q3 | $234K | Hold |
2,653
| – | – | 0.08% | 96 |
|
2018
Q2 | $199K | Buy |
2,653
+39
| +1% | +$2.93K | 0.08% | 103 |
|
2018
Q1 | $247K | Hold |
2,614
| – | – | 0.1% | 95 |
|
2017
Q4 | $263K | Buy |
+2,614
| New | +$263K | 0.11% | 88 |
|