Prospera Financial Services’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 | $675K | Sell |
6,814
-951
| -12% | -$94.2K | 0.01% | 802 |
|
|
2025
Q1 | $583K | Buy |
7,765
+306
| +4% | +$23K | 0.01% | 720 |
|
|
2024
Q4 | $559K | Sell |
7,459
-120
| -2% | -$8.99K | 0.01% | 708 |
|
|
2024
Q3 | $533K | Sell |
7,579
-821
| -10% | -$57.7K | 0.01% | 704 |
|
|
2024
Q2 | $897K | Sell |
8,400
-214
| -2% | -$22.9K | 0.02% | 533 |
|
|
2024
Q1 | $1.15M | Sell |
8,614
-519
| -6% | -$69.1K | 0.03% | 461 |
|
|
2023
Q4 | $1.3M | Sell |
9,133
-1,404
| -13% | -$199K | 0.04% | 405 |
|
|
2023
Q3 | $1.12M | Buy |
10,537
+50
| +0.5% | +$5.32K | 0.04% | 399 |
|
|
2023
Q2 | $1.51M | Sell |
10,487
-1,120
| -10% | -$161K | 0.06% | 318 |
|
|
2023
Q1 | $1.67M | Buy |
11,607
+530
| +5% | +$76.1K | 0.07% | 296 |
|
|
2022
Q4 | $1.57M | Buy |
11,077
+1,362
| +14% | +$193K | 0.08% | 270 |
|
|
2022
Q3 | $1.32M | Sell |
9,715
-6,227
| -39% | -$847K | 0.07% | 307 |
|
|
2022
Q2 | $2.48M | Buy |
15,942
+2,450
| +18% | +$382K | 0.13% | 204 |
|
|
2022
Q1 | $2.16M | Buy |
13,492
+5,073
| +60% | +$813K | 0.09% | 259 |
|
|
2021
Q4 | $1.18M | Buy |
8,419
+2,460
| +41% | +$346K | 0.05% | 368 |
|
|
2021
Q3 | $570K | Buy |
5,959
+1,544
| +35% | +$148K | 0.03% | 496 |
|
|
2021
Q2 | $439K | Buy |
4,415
+417
| +10% | +$41.5K | 0.02% | 563 |
|
|
2021
Q1 | $457K | Buy |
3,998
+480
| +14% | +$54.9K | 0.03% | 514 |
|
|
2020
Q4 | $380K | Buy |
3,518
+2,982
| +556% | +$322K | 0.03% | 474 |
|
|
2020
Q3 | $49K | Buy |
+536
| New | +$49K | 0.02% | 621 |
|
|
2020
Q2 | – | Sell |
-3,580
| Closed | -$263K | – | 578 |
|
|
2020
Q1 | $263K | Buy |
+3,580
| New | +$263K | 0.03% | 420 |
|
|
2018
Q2 | – | Sell |
-2,951
| Closed | -$286K | – | 455 |
|
|
2018
Q1 | $286K | Sell |
2,951
-1,178
| -29% | -$114K | 0.04% | 351 |
|
|
2017
Q4 | $448K | Buy |
4,129
+1,204
| +41% | +$131K | 0.07% | 236 |
|
|
2017
Q3 | $258K | Buy |
+2,925
| New | +$258K | 0.04% | 350 |
|