United Capital Financial Advisors’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 | $560K | Buy |
5,653
+199
| +4% | +$19.7K | ﹤0.01% | 744 |
|
|
2025
Q1 | $409K | Sell |
5,454
-4,521
| -45% | -$339K | ﹤0.01% | 800 |
|
|
2024
Q4 | $747K | Buy |
+9,975
| New | +$747K | 0.01% | 615 |
|
|
2024
Q3 | – | Sell |
-3,265
| Closed | -$349K | – | 1065 |
|
|
2024
Q2 | $349K | Sell |
3,265
-991
| -23% | -$106K | ﹤0.01% | 790 |
|
|
2024
Q1 | $567K | Sell |
4,256
-8
| -0.2% | -$1.07K | ﹤0.01% | 699 |
|
|
2023
Q4 | $606K | Buy |
+4,264
| New | +$606K | 0.01% | 679 |
|
|
2023
Q2 | – | Sell |
-1,592
| Closed | -$228K | – | 911 |
|
|
2023
Q1 | $228K | Hold |
1,592
| – | – | ﹤0.01% | 890 |
|
|
2022
Q4 | $225K | Buy |
+1,592
| New | +$225K | ﹤0.01% | 954 |
|
|
2022
Q3 | – | Sell |
-1,594
| Closed | -$248K | – | 1096 |
|
|
2022
Q2 | $248K | Buy |
1,594
+135
| +9% | +$21K | ﹤0.01% | 994 |
|
|
2022
Q1 | $234K | Buy |
+1,459
| New | +$234K | ﹤0.01% | 1069 |
|
|
2021
Q1 | – | Sell |
-1,858
| Closed | -$201K | – | 1187 |
|
|
2020
Q4 | $201K | Buy |
+1,858
| New | +$201K | ﹤0.01% | 1120 |
|
|
2020
Q3 | – | Sell |
-4,578
| Closed | -$424K | – | 1166 |
|
|
2020
Q2 | $424K | Sell |
4,578
-554
| -11% | -$51.3K | ﹤0.01% | 918 |
|
|
2020
Q1 | $377K | Sell |
5,132
-2,032
| -28% | -$149K | ﹤0.01% | 913 |
|
|
2019
Q4 | $674K | Buy |
7,164
+1,444
| +25% | +$136K | ﹤0.01% | 899 |
|
|
2019
Q3 | $653K | Sell |
5,720
-584
| -9% | -$66.7K | ﹤0.01% | 857 |
|
|
2019
Q2 | $677K | Buy |
6,304
+868
| +16% | +$93.2K | ﹤0.01% | 927 |
|
|
2019
Q1 | $571K | Buy |
5,436
+1,660
| +44% | +$174K | ﹤0.01% | 931 |
|
|
2018
Q4 | $341K | Buy |
+3,776
| New | +$341K | ﹤0.01% | 1028 |
|
|
2018
Q2 | – | Sell |
-3,510
| Closed | -$333K | – | 1317 |
|
|
2018
Q1 | $333K | Buy |
3,510
+1,163
| +50% | +$110K | ﹤0.01% | 1057 |
|
|
2017
Q4 | $252K | Sell |
2,347
-1,494
| -39% | -$160K | ﹤0.01% | 1172 |
|
|
2017
Q3 | $333K | Buy |
+3,841
| New | +$333K | ﹤0.01% | 1078 |
|
|
2016
Q4 | – | Sell |
-3,330
| Closed | -$263K | – | 1265 |
|
|
2016
Q3 | $263K | Sell |
3,330
-547
| -14% | -$43.2K | ﹤0.01% | 1111 |
|
|
2016
Q2 | $364K | Sell |
3,877
-1,930
| -33% | -$181K | ﹤0.01% | 992 |
|
|
2016
Q1 | $479K | Buy |
5,807
+560
| +11% | +$46.2K | 0.01% | 891 |
|
|
2015
Q4 | $405K | Sell |
5,247
-535
| -9% | -$41.3K | ﹤0.01% | 936 |
|
|
2015
Q3 | $385K | Buy |
5,782
+2,274
| +65% | +$151K | ﹤0.01% | 974 |
|
|
2015
Q2 | $277K | Sell |
3,508
-494
| -12% | -$39K | ﹤0.01% | 1097 |
|
|
2015
Q1 | $306K | Sell |
4,002
-180
| -4% | -$13.8K | ﹤0.01% | 1062 |
|
|
2014
Q4 | $294K | Buy |
+4,182
| New | +$294K | ﹤0.01% | 970 |
|