OneDigital Investment Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
1,907
+114
| +6% | +$20.9K | ﹤0.01% | 1076 |
|
|
2025
Q1 | $315K | Buy |
1,793
+412
| +30% | +$72.4K | ﹤0.01% | 1077 |
|
|
2024
Q4 | $259K | Sell |
1,381
-360
| -21% | -$67.5K | ﹤0.01% | 1205 |
|
|
2024
Q3 | $334K | Buy |
1,741
+22
| +1% | +$4.22K | ﹤0.01% | 1105 |
|
|
2024
Q2 | $310K | Buy |
1,719
+340
| +25% | +$61.4K | ﹤0.01% | 1096 |
|
|
2024
Q1 | $244K | Sell |
1,379
-888
| -39% | -$157K | ﹤0.01% | 979 |
|
|
2023
Q4 | $349K | Buy |
2,267
+617
| +37% | +$94.9K | 0.01% | 860 |
|
|
2023
Q3 | $230K | Sell |
1,650
-366
| -18% | -$51.1K | 0.01% | 894 |
|
|
2023
Q2 | $298K | Sell |
2,016
-330
| -14% | -$48.7K | 0.01% | 830 |
|
|
2023
Q1 | $356K | Buy |
2,346
+844
| +56% | +$128K | 0.01% | 717 |
|
|
2022
Q4 | $203K | Buy |
+1,502
| New | +$203K | 0.01% | 772 |
|
|
2022
Q2 | – | Sell |
-1,953
| Closed | -$306K | – | 730 |
|
|
2022
Q1 | $306K | Sell |
1,953
-191
| -9% | -$29.9K | 0.01% | 583 |
|
|
2021
Q4 | $389K | Sell |
2,144
-241
| -10% | -$43.7K | 0.01% | 509 |
|
|
2021
Q3 | $371K | Buy |
2,385
+84
| +4% | +$13.1K | 0.01% | 508 |
|
|
2021
Q2 | $346K | Buy |
+2,301
| New | +$346K | 0.01% | 509 |
|
|
2019
Q3 | – | Sell |
-753
| Closed | -$75K | – | 657 |
|
|
2019
Q2 | $75K | Hold |
753
| – | – | 0.01% | 498 |
|
|
2019
Q1 | $71K | Hold |
753
| – | – | 0.01% | 431 |
|
|
2018
Q4 | $53K | Hold |
753
| – | – | 0.01% | 442 |
|
|
2018
Q3 | $67K | Hold |
753
| – | – | 0.02% | 341 |
|
|
2018
Q2 | $55K | Sell |
753
-395
| -34% | -$28.9K | 0.01% | 473 |
|
|
2018
Q1 | $91K | Hold |
1,148
| – | – | 0.02% | 366 |
|
|
2017
Q4 | $94K | Hold |
1,148
| – | – | 0.01% | 351 |
|
|
2017
Q3 | $85K | Buy |
1,148
+124
| +12% | +$9.18K | 0.03% | 265 |
|
|
2017
Q2 | $66K | Buy |
+1,024
| New | +$66K | 0.02% | 400 |
|