LRI Investments’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 | $99.9K | Sell |
1,009
-445
| -31% | -$44.1K | 0.01% | 435 |
|
|
2025
Q1 | $109K | Hold |
1,454
| – | – | 0.01% | 401 |
|
|
2024
Q4 | $109K | Hold |
1,454
| – | – | 0.01% | 403 |
|
|
2024
Q3 | $95.5K | Buy |
1,454
+96
| +7% | +$6.3K | 0.01% | 412 |
|
|
2024
Q2 | $145K | Buy |
1,358
+328
| +32% | +$35K | 0.02% | 312 |
|
|
2024
Q1 | $137K | Buy |
+1,030
| New | +$137K | 0.03% | 163 |
|