Oxford Financial Group’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
1,484
| – | – | 0.02% | 183 |
|
|
2025
Q1 | $261K | Hold |
1,484
| – | – | 0.02% | 188 |
|
|
2024
Q4 | $278K | Hold |
1,484
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $285K | Sell |
1,484
-23
| -2% | -$4.41K | 0.02% | 206 |
|
|
2024
Q2 | $272K | Buy |
1,507
+23
| +2% | +$4.15K | 0.02% | 228 |
|
|
2024
Q1 | $263K | Hold |
1,484
| – | – | 0.02% | 199 |
|
|
2023
Q4 | $228K | Sell |
1,484
-70
| -5% | -$10.8K | 0.02% | 217 |
|
|
2023
Q3 | $217K | Hold |
1,554
| – | – | 0.02% | 204 |
|
|
2023
Q2 | $229K | Sell |
1,554
-19
| -1% | -$2.81K | 0.02% | 209 |
|
|
2023
Q1 | $239K | Hold |
1,573
| – | – | 0.03% | 172 |
|
|
2022
Q4 | $213K | Buy |
+1,573
| New | +$213K | 0.02% | 182 |
|
|
2022
Q2 | – | Sell |
-1,554
| Closed | -$244K | – | 274 |
|
|
2022
Q1 | $244K | Hold |
1,554
| – | – | 0.03% | 173 |
|
|
2021
Q4 | $282K | Hold |
1,554
| – | – | 0.03% | 169 |
|
|
2021
Q3 | $242K | Sell |
1,554
-460
| -23% | -$71.6K | 0.03% | 164 |
|
|
2021
Q2 | $303K | Buy |
2,014
+460
| +30% | +$69.2K | 0.04% | 149 |
|
|
2021
Q1 | $213K | Sell |
1,554
-460
| -23% | -$63.1K | 0.03% | 167 |
|
|
2020
Q4 | $254K | Buy |
+2,014
| New | +$254K | 0.04% | 155 |
|