Plante Moran Financial 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 | – | Sell |
-1,395
| Closed | -$245K | – | 797 |
|
|
2025
Q1 | $245K | Hold |
1,395
| – | – | 0.02% | 150 |
|
|
2024
Q4 | $262K | Hold |
1,395
| – | – | 0.02% | 144 |
|
|
2024
Q3 | $267K | Hold |
1,395
| – | – | 0.02% | 143 |
|
|
2024
Q2 | $252K | Hold |
1,395
| – | – | 0.03% | 151 |
|
|
2024
Q1 | $247K | Sell |
1,395
-60
| -4% | -$10.6K | 0.03% | 152 |
|
|
2023
Q4 | $224K | Buy |
1,455
+60
| +4% | +$9.23K | 0.02% | 154 |
|
|
2023
Q3 | $195K | Hold |
1,395
| – | – | 0.02% | 147 |
|
|
2023
Q2 | $206K | Hold |
1,395
| – | – | 0.02% | 150 |
|
|
2023
Q1 | $212K | Hold |
1,395
| – | – | 0.03% | 144 |
|
|
2022
Q4 | $189K | Sell |
1,395
-161
| -10% | -$21.8K | 0.03% | 160 |
|
|
2022
Q3 | $181K | Sell |
1,556
-18
| -1% | -$2.09K | 0.03% | 152 |
|
|
2022
Q2 | $191K | Buy |
1,574
+18
| +1% | +$2.18K | 0.03% | 151 |
|
|
2022
Q1 | $244K | Sell |
1,556
-45
| -3% | -$7.06K | 0.05% | 144 |
|
|
2021
Q4 | $291K | Sell |
1,601
-183
| -10% | -$33.3K | 0.05% | 141 |
|
|
2021
Q3 | $277K | Buy |
1,784
+161
| +10% | +$25K | 0.06% | 146 |
|
|
2021
Q2 | $244K | Hold |
1,623
| – | – | 0.06% | 151 |
|
|
2021
Q1 | $223K | Sell |
1,623
-12
| -0.7% | -$1.65K | 0.06% | 155 |
|
|
2020
Q4 | $206K | Buy |
1,635
+12
| +0.7% | +$1.51K | 0.06% | 163 |
|
|
2020
Q3 | $176K | Hold |
1,623
| – | – | 0.06% | 173 |
|
|
2020
Q2 | $157K | Hold |
1,623
| – | – | 0.06% | 154 |
|
|
2020
Q1 | $136K | Sell |
1,623
-421
| -21% | -$35.3K | 0.06% | 158 |
|
|
2019
Q4 | $236K | Hold |
2,044
| – | – | 0.08% | 136 |
|
|
2019
Q3 | $204K | Hold |
2,044
| – | – | 0.06% | 157 |
|
|
2019
Q2 | $205K | Hold |
2,044
| – | – | 0.06% | 146 |
|
|
2019
Q1 | $192K | Hold |
2,044
| – | – | 0.06% | 155 |
|
|
2018
Q4 | $145K | Hold |
2,044
| – | – | 0.05% | 165 |
|
|
2018
Q3 | $181K | Sell |
2,044
-33
| -2% | -$2.92K | 0.06% | 158 |
|
|
2018
Q2 | $152K | Sell |
2,077
-605
| -23% | -$44.3K | 0.08% | 187 |
|
|
2018
Q1 | $213K | Hold |
2,682
| – | – | 0.12% | 136 |
|
|
2017
Q4 | $219K | Buy |
2,682
+66
| +3% | +$5.39K | 0.12% | 126 |
|
|
2017
Q3 | $193K | Hold |
2,616
| – | – | 0.11% | 134 |
|
|
2017
Q2 | $170K | Sell |
2,616
-204
| -7% | -$13.3K | 0.11% | 138 |
|
|
2017
Q1 | $183K | Buy |
2,820
+204
| +8% | +$13.2K | 0.11% | 133 |
|
|
2016
Q4 | $158K | Sell |
2,616
-441
| -14% | -$26.6K | 0.1% | 150 |
|
|
2016
Q3 | $182K | Hold |
3,057
| – | – | 0.12% | 127 |
|
|
2016
Q2 | $171K | Hold |
3,057
| – | – | 0.12% | 129 |
|
|
2016
Q1 | $159K | Sell |
3,057
-427
| -12% | -$22.2K | 0.12% | 129 |
|
|
2015
Q4 | $173K | Buy |
3,484
+427
| +14% | +$21.2K | 0.13% | 123 |
|
|
2015
Q3 | $141K | Hold |
3,057
| – | – | 0.11% | 141 |
|
|
2015
Q2 | $173K | Hold |
3,057
| – | – | 0.12% | 126 |
|
|
2015
Q1 | $171K | Hold |
3,057
| – | – | 0.12% | 127 |
|
|
2014
Q4 | $177K | Sell |
3,057
-17
| -0.6% | -$984 | 0.13% | 114 |
|
|
2014
Q3 | $199K | Hold |
3,074
| – | – | 0.17% | 97 |
|
|
2014
Q2 | $226K | Buy |
3,074
+103
| +3% | +$7.57K | 0.2% | 80 |
|
|
2014
Q1 | $196K | Sell |
2,971
-609
| -17% | -$40.2K | 0.21% | 73 |
|
|
2013
Q4 | $232K | Hold |
3,580
| – | – | 0.13% | 80 |
|
|
2013
Q3 | $216K | Hold |
3,580
| – | – | 0.13% | 68 |
|
|
2013
Q2 | $186K | Buy |
+3,580
| New | +$186K | 0.14% | 68 |
|