Lido Advisors’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 | $635K | Sell |
6,414
-1,744
| -21% | -$173K | ﹤0.01% | 920 |
|
|
2025
Q1 | $612K | Buy |
8,158
+1,059
| +15% | +$79.5K | ﹤0.01% | 889 |
|
|
2024
Q4 | $532K | Buy |
7,099
+2,856
| +67% | +$214K | ﹤0.01% | 913 |
|
|
2024
Q3 | $298K | Buy |
4,243
+1,174
| +38% | +$82.6K | ﹤0.01% | 1050 |
|
|
2024
Q2 | $328K | Sell |
3,069
-216
| -7% | -$23.1K | ﹤0.01% | 962 |
|
|
2024
Q1 | $437K | Buy |
3,285
+944
| +40% | +$126K | ﹤0.01% | 857 |
|
|
2023
Q4 | $333K | Buy |
+2,341
| New | +$333K | ﹤0.01% | 892 |
|
|
2021
Q1 | – | Sell |
-3,908
| Closed | -$422K | – | 752 |
|
|
2020
Q4 | $422K | Buy |
3,908
+13
| +0.3% | +$1.4K | 0.01% | 462 |
|
|
2020
Q3 | $356K | Sell |
3,895
-25
| -0.6% | -$2.29K | 0.01% | 396 |
|
|
2020
Q2 | $363K | Sell |
3,920
-68
| -2% | -$6.3K | 0.01% | 357 |
|
|
2020
Q1 | $293K | Buy |
+3,988
| New | +$293K | 0.01% | 378 |
|