LPL Financial’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
$7.66M Sell
77,353
-21,927
-22% -$2.17M ﹤0.01% 1957
2025
Q1
$7.45M Buy
99,280
+5,104
+5% +$383K ﹤0.01% 1818
2024
Q4
$7.06M Buy
94,176
+6,174
+7% +$463K ﹤0.01% 1792
2024
Q3
$6.19M Buy
88,002
+3,716
+4% +$261K ﹤0.01% 1802
2024
Q2
$9M Sell
84,286
-4,510
-5% -$482K ﹤0.01% 1435
2024
Q1
$11.8M Buy
88,796
+4,599
+5% +$612K 0.01% 1223
2023
Q4
$12M Sell
84,197
-4,105
-5% -$583K 0.01% 1140
2023
Q3
$9.4M Sell
88,302
-1,901
-2% -$202K 0.01% 1197
2023
Q2
$12.9M Sell
90,203
-2,290
-2% -$329K 0.01% 995
2023
Q1
$13.3M Buy
92,493
+13,058
+16% +$1.87M 0.01% 945
2022
Q4
$11.2M Buy
79,435
+1,589
+2% +$225K 0.01% 960
2022
Q3
$10.6M Buy
77,846
+2,818
+4% +$384K 0.01% 920
2022
Q2
$11.7M Sell
75,028
-11,075
-13% -$1.73M 0.01% 883
2022
Q1
$13.8M Sell
86,103
-3,418
-4% -$547K 0.01% 818
2021
Q4
$12.6M Buy
89,521
+17,436
+24% +$2.45M 0.01% 885
2021
Q3
$6.9M Sell
72,085
-10,501
-13% -$1.01M 0.01% 1177
2021
Q2
$8.22M Buy
82,586
+4,024
+5% +$400K 0.01% 1022
2021
Q1
$8.99M Buy
78,562
+11,603
+17% +$1.33M 0.01% 877
2020
Q4
$7.23M Buy
66,959
+12,195
+22% +$1.32M 0.01% 904
2020
Q3
$5M Buy
54,764
+4,612
+9% +$421K 0.01% 958
2020
Q2
$4.65M Buy
50,152
+3,141
+7% +$291K 0.01% 914
2020
Q1
$3.45M Buy
47,011
+5,301
+13% +$389K 0.01% 903
2019
Q4
$3.92M Buy
41,710
+2,702
+7% +$254K 0.01% 955
2019
Q3
$4.45M Sell
39,008
-2,081
-5% -$238K 0.01% 837
2019
Q2
$4.41M Sell
41,089
-3,942
-9% -$423K 0.01% 837
2019
Q1
$4.73M Sell
45,031
-2,424
-5% -$255K 0.01% 778
2018
Q4
$4.29M Buy
47,455
+16
+0% +$1.45K 0.01% 742
2018
Q3
$3.87M Buy
47,439
+6,216
+15% +$507K 0.01% 850
2018
Q2
$3.5M Buy
41,223
+3,308
+9% +$281K 0.01% 867
2018
Q1
$3.6M Sell
37,915
-1,964
-5% -$186K 0.01% 833
2017
Q4
$4.28M Sell
39,879
-1,747
-4% -$188K 0.01% 719
2017
Q3
$3.63M Sell
41,626
-2,841
-6% -$248K 0.01% 714
2017
Q2
$3.12M Buy
44,467
+28,665
+181% +$2.01M 0.01% 730
2017
Q1
$1.23M Sell
15,802
-8,006
-34% -$622K 0.01% 1121
2016
Q4
$1.84M Buy
23,808
+10
+0% +$775 0.01% 854
2016
Q3
$1.82M Sell
23,798
-6,308
-21% -$482K 0.02% 823
2016
Q2
$2.86M Sell
30,106
-89,024
-75% -$8.45M 0.02% 580
2016
Q1
$9.58M Buy
119,130
+48,922
+70% +$3.93M 0.03% 452
2015
Q4
$5.62M Buy
70,208
+24,202
+53% +$1.94M 0.02% 663
2015
Q3
$3.13M Buy
46,006
+1,175
+3% +$80K 0.02% 640
2015
Q2
$3.59M Sell
44,831
-14,722
-25% -$1.18M 0.02% 646
2015
Q1
$4.84M Sell
59,553
-25,315
-30% -$2.06M 0.02% 531
2014
Q4
$5.97M Buy
84,868
+5,847
+7% +$412K 0.03% 423
2014
Q3
$4.37M Sell
79,021
-50
-0.1% -$2.76K 0.03% 516
2014
Q2
$4.31M Buy
79,071
+40,171
+103% +$2.19M 0.03% 534
2014
Q1
$2.03M Buy
38,900
+678
+2% +$35.4K 0.01% 832
2013
Q4
$2.16M Sell
38,222
-45,455
-54% -$2.56M 0.01% 787
2013
Q3
$4.93M Buy
83,677
+6,583
+9% +$387K 0.03% 427
2013
Q2
$3.92M Buy
+77,094
New +$3.92M 0.03% 455