Sunbelt Securities’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 | $52.5K | Buy |
701
+191
| +37% | +$14.3K | ﹤0.01% | 921 |
|
|
2025
Q1 | $38.3K | Sell |
510
-191
| -27% | -$14.3K | ﹤0.01% | 970 |
|
|
2024
Q4 | $52.4K | Buy |
701
+72
| +11% | +$5.38K | ﹤0.01% | 918 |
|
|
2024
Q3 | $44.2K | Buy |
629
+554
| +739% | +$39K | ﹤0.01% | 974 |
|
|
2024
Q2 | $8.01K | Sell |
75
-2,640
| -97% | -$282K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $362K | Hold |
2,715
| – | – | 0.04% | 393 |
|
|
2023
Q4 | $386K | Sell |
2,715
-19
| -0.7% | -$2.7K | 0.05% | 361 |
|
|
2023
Q3 | $291K | Hold |
2,734
| – | – | 0.04% | 413 |
|
|
2023
Q2 | $392K | Buy |
2,734
+38
| +1% | +$5.45K | 0.06% | 331 |
|
|
2023
Q1 | $380K | Sell |
2,696
-3
| -0.1% | -$422 | 0.06% | 309 |
|
|
2022
Q4 | $382K | Buy |
2,699
+3
| +0.1% | +$424 | 0.07% | 297 |
|
|
2022
Q3 | $367K | Hold |
2,696
| – | – | 0.08% | 286 |
|
|
2022
Q2 | $420K | Hold |
2,696
| – | – | 0.09% | 269 |
|
|
2022
Q1 | $432K | Hold |
2,696
| – | – | 0.08% | 285 |
|
|
2021
Q4 | $376K | Sell |
2,696
-15
| -0.6% | -$2.09K | 0.06% | 320 |
|
|
2021
Q3 | $266K | Hold |
2,711
| – | – | 0.05% | 374 |
|
|
2021
Q2 | $266K | Sell |
2,711
-15
| -0.6% | -$1.47K | 0.05% | 374 |
|
|
2021
Q1 | $312K | Hold |
2,726
| – | – | 0.06% | 324 |
|
|
2020
Q4 | $295K | Hold |
2,726
| – | – | 0.06% | 307 |
|
|
2020
Q3 | $249K | Sell |
2,726
-79
| -3% | -$7.22K | 0.07% | 279 |
|
|
2020
Q2 | $260K | Sell |
2,805
-1,615
| -37% | -$150K | 0.09% | 243 |
|
|
2020
Q1 | $334K | Buy |
4,420
+887
| +25% | +$67K | 0.01% | 293 |
|
|
2019
Q4 | $253K | Buy |
+3,533
| New | +$253K | 0.03% | 480 |
|