Sound Financial Strategies 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 | $774K | Buy |
4,226
+509
| +14% | +$93.3K | 0.65% | 46 |
|
|
2025
Q1 | $653K | Sell |
3,717
-1,001
| -21% | -$176K | 0.58% | 74 |
|
|
2024
Q4 | $885K | Buy |
4,718
+511
| +12% | +$95.9K | 0.74% | 21 |
|
|
2024
Q3 | $807K | Buy |
4,207
+63
| +2% | +$12.1K | 0.65% | 38 |
|
|
2024
Q2 | $748K | Buy |
4,144
+76
| +2% | +$13.7K | 0.65% | 26 |
|
|
2024
Q1 | $721K | Sell |
4,068
-88
| -2% | -$15.6K | 0.6% | 17 |
|
|
2023
Q4 | $639K | Sell |
4,156
-2,175
| -34% | -$335K | 0.54% | 24 |
|
|
2023
Q3 | $883K | Sell |
6,331
-420
| -6% | -$58.6K | 0.73% | 30 |
|
|
2023
Q2 | $997K | Sell |
6,751
-827
| -11% | -$122K | 0.73% | 28 |
|
|
2023
Q1 | $1.15M | Sell |
7,578
-248
| -3% | -$37.7K | 0.77% | 8 |
|
|
2022
Q4 | $1.06M | Buy |
+7,826
| New | +$1.06M | 0.77% | 29 |
|
|
2022
Q2 | – | Sell |
-10,490
| Closed | -$1.65M | – | 54 |
|
|
2022
Q1 | $1.65M | Buy |
10,490
+2,537
| +32% | +$398K | 0.91% | 14 |
|
|
2021
Q4 | $1.44M | Sell |
7,953
-193
| -2% | -$35K | 0.72% | 15 |
|
|
2021
Q3 | $1.27M | Sell |
8,146
-190
| -2% | -$29.6K | 0.64% | 17 |
|
|
2021
Q2 | $1.26M | Buy |
8,336
+3,640
| +78% | +$548K | 0.63% | 14 |
|
|
2021
Q1 | $644K | Sell |
4,696
-177
| -4% | -$24.3K | 0.33% | 25 |
|
|
2020
Q4 | $615K | Sell |
4,873
-3,737
| -43% | -$472K | 0.34% | 45 |
|
|
2020
Q3 | $933K | Sell |
8,610
-134
| -2% | -$14.5K | 0.59% | 19 |
|
|
2020
Q2 | $844K | Sell |
8,744
-37
| -0.4% | -$3.57K | 0.55% | 20 |
|
|
2020
Q1 | $737K | Sell |
8,781
-11,412
| -57% | -$958K | 0.5% | 25 |
|
|
2019
Q4 | $2.33M | Buy |
+20,193
| New | +$2.33M | 1.47% | 12 |
|