SFM
Stack Financial Management’s Dover DOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.7M | Sell |
80,274
-1,685
| -2% | -$309K | 1.3% | 36 |
|
|
2025
Q1 | $14.4M | Sell |
81,959
-1,313
| -2% | -$231K | 1.2% | 38 |
|
|
2024
Q4 | $15.6M | Sell |
83,272
-562
| -0.7% | -$105K | 1.43% | 32 |
|
|
2024
Q3 | $16.1M | Buy |
83,834
+420
| +0.5% | +$80.5K | 1.44% | 33 |
|
|
2024
Q2 | $15.1M | Sell |
83,414
-25
| -0% | -$4.51K | 1.39% | 32 |
|
|
2024
Q1 | $14.8M | Sell |
83,439
-775
| -0.9% | -$137K | 1.36% | 33 |
|
|
2023
Q4 | $13M | Sell |
84,214
-1,860
| -2% | -$286K | 1.46% | 32 |
|
|
2023
Q3 | $12M | Buy |
+86,074
| New | +$12M | 1.4% | 32 |
|