Steward Partners Investment Advisory’s Dollar Tree DLTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $421K | Buy |
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|
2024
Q3 | $114K | Sell |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $307K | Sell |
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|
2023
Q2 | $440K | Sell |
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|
2023
Q1 | $473K | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.91M | Sell |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $1.89M | Buy |
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|
2021
Q4 | $499K | Buy |
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|
2021
Q3 | $338K | Buy |
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $184K | Sell |
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|
2020
Q2 | $189K | Buy |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $66K | Hold |
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|
2019
Q3 | $81K | Sell |
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|
2019
Q2 | $80K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $132K | Sell |
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|
2018
Q2 | $533K | Sell |
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|
2018
Q1 | $604K | Buy |
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|
2017
Q4 | $83K | Buy |
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|
2017
Q3 | $57K | Sell |
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|
2017
Q2 | $51K | Buy |
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|
2017
Q1 | $38K | Buy |
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|
2016
Q4 | $13K | Buy |
|