Steward Partners Investment Advisory’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Buy |
13,609
+118
| +0.9% | +$21.6K | 0.02% | 638 |
|
|
2025
Q1 | $2.37M | Buy |
13,491
+1,815
| +16% | +$319K | 0.02% | 614 |
|
|
2024
Q4 | $2.19M | Buy |
11,676
+2,630
| +29% | +$493K | 0.02% | 610 |
|
|
2024
Q3 | $1.73M | Sell |
9,046
-319
| -3% | -$61.2K | 0.02% | 674 |
|
|
2024
Q2 | $1.69M | Sell |
9,365
-68
| -0.7% | -$12.3K | 0.02% | 638 |
|
|
2024
Q1 | $1.67M | Buy |
9,433
+522
| +6% | +$92.5K | 0.02% | 631 |
|
|
2023
Q4 | $1.37M | Buy |
8,911
+653
| +8% | +$100K | 0.02% | 623 |
|
|
2023
Q3 | $1.15M | Buy |
8,258
+68
| +0.8% | +$9.49K | 0.02% | 632 |
|
|
2023
Q2 | $1.21M | Sell |
8,190
-13
| -0.2% | -$1.92K | 0.02% | 632 |
|
|
2023
Q1 | $1.25M | Buy |
8,203
+461
| +6% | +$70K | 0.02% | 624 |
|
|
2022
Q4 | $1.05M | Buy |
7,742
+50
| +0.7% | +$6.77K | 0.02% | 649 |
|
|
2022
Q3 | $897K | Hold |
7,692
| – | – | 0.02% | 660 |
|
|
2022
Q2 | $933K | Buy |
7,692
+144
| +2% | +$17.5K | 0.02% | 651 |
|
|
2022
Q1 | $1.18M | Buy |
7,548
+7
| +0.1% | +$1.1K | 0.02% | 639 |
|
|
2021
Q4 | $1.37M | Buy |
7,541
+172
| +2% | +$31.2K | 0.02% | 606 |
|
|
2021
Q3 | $1.15M | Sell |
7,369
-13
| -0.2% | -$2.02K | 0.02% | 616 |
|
|
2021
Q2 | $1.11M | Sell |
7,382
-655
| -8% | -$98.7K | 0.02% | 627 |
|
|
2021
Q1 | $1.1M | Buy |
8,037
+387
| +5% | +$53.1K | 0.02% | 615 |
|
|
2020
Q4 | $966K | Buy |
7,650
+210
| +3% | +$26.5K | 0.02% | 567 |
|
|
2020
Q3 | $806K | Buy |
7,440
+2,926
| +65% | +$317K | 0.02% | 542 |
|
|
2020
Q2 | $436K | Buy |
4,514
+2,078
| +85% | +$201K | 0.01% | 670 |
|
|
2020
Q1 | $204K | Buy |
2,436
+205
| +9% | +$17.2K | 0.01% | 785 |
|
|
2019
Q4 | $257K | Sell |
2,231
-280
| -11% | -$32.3K | 0.01% | 806 |
|
|
2019
Q3 | $250K | Hold |
2,511
| – | – | 0.01% | 775 |
|
|
2019
Q2 | $251K | Buy |
2,511
+236
| +10% | +$23.6K | 0.01% | 745 |
|
|
2019
Q1 | $213K | Buy |
+2,275
| New | +$213K | 0.01% | 727 |
|
|
2018
Q4 | – | Sell |
-2,486
| Closed | -$220K | – | 1094 |
|
|
2018
Q3 | $220K | Buy |
2,486
+1,010
| +68% | +$89.4K | 0.01% | 695 |
|
|
2018
Q2 | $108K | Sell |
1,476
-509
| -26% | -$37.2K | 0.01% | 819 |
|
|
2018
Q1 | $157K | Buy |
1,985
+1,758
| +774% | +$139K | 0.01% | 662 |
|
|
2017
Q4 | $18K | Sell |
227
-456
| -67% | -$36.2K | ﹤0.01% | 1153 |
|
|
2017
Q3 | $50K | Buy |
683
+18
| +3% | +$1.32K | 0.01% | 694 |
|
|
2017
Q2 | $43K | Sell |
665
-60
| -8% | -$3.88K | ﹤0.01% | 655 |
|
|
2017
Q1 | $47K | Buy |
725
+30
| +4% | +$1.95K | 0.01% | 557 |
|
|
2016
Q4 | $42K | Buy |
+695
| New | +$42K | 0.02% | 342 |
|