Sequoia Financial Advisors’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 | $574K | Buy |
5,799
+1,633
| +39% | +$162K | ﹤0.01% | 924 |
|
|
2025
Q1 | $313K | Sell |
4,166
-905
| -18% | -$67.9K | ﹤0.01% | 1034 |
|
|
2024
Q4 | $380K | Buy |
+5,071
| New | +$380K | ﹤0.01% | 911 |
|
|
2024
Q3 | – | Sell |
-4,586
| Closed | -$490K | – | 1292 |
|
|
2024
Q2 | $490K | Sell |
4,586
-468
| -9% | -$50K | 0.01% | 694 |
|
|
2024
Q1 | $673K | Sell |
5,054
-815
| -14% | -$109K | 0.01% | 588 |
|
|
2023
Q4 | $834K | Buy |
5,869
+2,893
| +97% | +$411K | 0.01% | 582 |
|
|
2023
Q3 | $317K | Sell |
2,976
-494
| -14% | -$52.6K | 0.01% | 669 |
|
|
2023
Q2 | $498K | Buy |
3,470
+509
| +17% | +$73K | 0.01% | 526 |
|
|
2023
Q1 | $425K | Sell |
2,961
-200
| -6% | -$28.7K | 0.01% | 512 |
|
|
2022
Q4 | $447K | Buy |
3,161
+1,479
| +88% | +$209K | 0.01% | 463 |
|
|
2022
Q3 | $229K | Sell |
1,682
-896
| -35% | -$122K | 0.01% | 457 |
|
|
2022
Q2 | $402K | Buy |
2,578
+482
| +23% | +$75.2K | 0.01% | 374 |
|
|
2022
Q1 | $336K | Buy |
+2,096
| New | +$336K | 0.01% | 468 |
|
|
2018
Q3 | – | Sell |
-27,761
| Closed | -$2.36M | – | 325 |
|
|
2018
Q2 | $2.36M | Buy |
27,761
+2,400
| +9% | +$204K | 0.25% | 68 |
|
|
2018
Q1 | $2.41M | Buy |
25,361
+1,542
| +6% | +$146K | 0.25% | 70 |
|
|
2017
Q4 | $2.56M | Buy |
23,819
+1,059
| +5% | +$114K | 0.27% | 68 |
|
|
2017
Q3 | $1.98M | Buy |
+22,760
| New | +$1.98M | 0.23% | 73 |
|