United Capital Financial Advisors’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.34M | Buy |
23,685
+696
| +3% | +$128K | 0.04% | 301 |
|
|
2025
Q1 | $4.04M | Sell |
22,989
-321
| -1% | -$56.4K | 0.03% | 301 |
|
|
2024
Q4 | $4.37M | Sell |
23,310
-1,199
| -5% | -$225K | 0.04% | 280 |
|
|
2024
Q3 | $4.7M | Sell |
24,509
-1,041
| -4% | -$200K | 0.04% | 273 |
|
|
2024
Q2 | $4.61M | Sell |
25,550
-1,146
| -4% | -$207K | 0.04% | 272 |
|
|
2024
Q1 | $4.73M | Sell |
26,696
-4,809
| -15% | -$852K | 0.04% | 294 |
|
|
2023
Q4 | $4.85M | Sell |
31,505
-80,973
| -72% | -$12.5M | 0.04% | 293 |
|
|
2023
Q3 | $15.7M | Buy |
112,478
+4,205
| +4% | +$587K | 0.1% | 176 |
|
|
2023
Q2 | $16M | Buy |
108,273
+32,562
| +43% | +$4.81M | 0.09% | 184 |
|
|
2023
Q1 | $11.5M | Buy |
75,711
+41,543
| +122% | +$6.31M | 0.06% | 218 |
|
|
2022
Q4 | $4.63M | Buy |
34,168
+11,723
| +52% | +$1.59M | 0.03% | 341 |
|
|
2022
Q3 | $2.62M | Buy |
22,445
+1,416
| +7% | +$165K | 0.02% | 427 |
|
|
2022
Q2 | $2.55M | Sell |
21,029
-483
| -2% | -$58.6K | 0.01% | 448 |
|
|
2022
Q1 | $3.38M | Buy |
21,512
+1,031
| +5% | +$162K | 0.02% | 426 |
|
|
2021
Q4 | $3.72M | Buy |
20,481
+10
| +0% | +$1.82K | 0.02% | 422 |
|
|
2021
Q3 | $3.18M | Buy |
20,471
+56
| +0.3% | +$8.71K | 0.02% | 447 |
|
|
2021
Q2 | $3.08M | Sell |
20,415
-101
| -0.5% | -$15.2K | 0.02% | 460 |
|
|
2021
Q1 | $2.81M | Buy |
20,516
+1,050
| +5% | +$144K | 0.02% | 445 |
|
|
2020
Q4 | $2.46M | Buy |
19,466
+137
| +0.7% | +$17.3K | 0.01% | 462 |
|
|
2020
Q3 | $2.09M | Sell |
19,329
-520
| -3% | -$56.3K | 0.01% | 486 |
|
|
2020
Q2 | $1.92M | Buy |
19,849
+679
| +4% | +$65.6K | 0.01% | 526 |
|
|
2020
Q1 | $1.61M | Sell |
19,170
-3,638
| -16% | -$305K | 0.01% | 539 |
|
|
2019
Q4 | $2.63M | Buy |
22,808
+148
| +0.7% | +$17.1K | 0.02% | 547 |
|
|
2019
Q3 | $2.26M | Sell |
22,660
-1,513
| -6% | -$151K | 0.02% | 566 |
|
|
2019
Q2 | $2.42M | Buy |
+24,173
| New | +$2.42M | 0.02% | 561 |
|
|
2018
Q4 | – | Sell |
-4,367
| Closed | -$387K | – | 1303 |
|
|
2018
Q3 | $387K | Buy |
4,367
+657
| +18% | +$58.2K | ﹤0.01% | 1026 |
|
|
2018
Q2 | $272K | Sell |
3,710
-663
| -15% | -$48.6K | ﹤0.01% | 1122 |
|
|
2018
Q1 | $347K | Buy |
4,373
+817
| +23% | +$64.8K | ﹤0.01% | 1046 |
|
|
2017
Q4 | $291K | Buy |
3,556
+78
| +2% | +$6.38K | ﹤0.01% | 1125 |
|
|
2017
Q3 | $257K | Buy |
+3,478
| New | +$257K | ﹤0.01% | 1163 |
|
|
2015
Q1 | – | Sell |
-4,267
| Closed | -$247K | – | 1243 |
|
|
2014
Q4 | $247K | Buy |
4,267
+137
| +3% | +$7.93K | ﹤0.01% | 1031 |
|
|
2014
Q3 | $268K | Buy |
+4,130
| New | +$268K | ﹤0.01% | 960 |
|
|
2014
Q2 | – | Sell |
-8,537
| Closed | -$564K | – | 824 |
|
|
2014
Q1 | $564K | Buy |
8,537
+3,017
| +55% | +$199K | 0.01% | 613 |
|
|
2013
Q4 | $357K | Buy |
5,520
+76
| +1% | +$4.92K | 0.01% | 498 |
|
|
2013
Q3 | $328K | Sell |
5,444
-8,694
| -61% | -$524K | 0.01% | 540 |
|
|
2013
Q2 | $736K | Buy |
+14,138
| New | +$736K | 0.02% | 448 |
|