Valeo 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 | $284K | Buy |
1,550
+123
| +9% | +$22.5K | 0.01% | 593 |
|
|
2025
Q1 | $251K | Sell |
1,427
-16
| -1% | -$2.81K | 0.01% | 573 |
|
|
2024
Q4 | $271K | Buy |
1,443
+23
| +2% | +$4.31K | 0.01% | 565 |
|
|
2024
Q3 | $272K | Buy |
1,420
+7
| +0.5% | +$1.34K | 0.01% | 554 |
|
|
2024
Q2 | $255K | Sell |
1,413
-19
| -1% | -$3.43K | 0.01% | 547 |
|
|
2024
Q1 | $245K | Buy |
1,432
+5
| +0.4% | +$857 | 0.01% | 558 |
|
|
2023
Q4 | $219K | Buy |
+1,427
| New | +$219K | 0.01% | 573 |
|
|
2021
Q2 | – | Sell |
-151
| Closed | -$21K | – | 770 |
|
|
2021
Q1 | $21K | Buy |
151
+55
| +57% | +$7.65K | ﹤0.01% | 1081 |
|
|
2020
Q4 | $12K | Sell |
96
-190
| -66% | -$23.8K | ﹤0.01% | 1115 |
|
|
2020
Q3 | $31K | Sell |
286
-301
| -51% | -$32.6K | ﹤0.01% | 772 |
|
|
2020
Q2 | $57K | Buy |
587
+121
| +26% | +$11.8K | 0.01% | 636 |
|
|
2020
Q1 | $41K | Buy |
466
+57
| +14% | +$5.02K | ﹤0.01% | 644 |
|
|
2019
Q4 | $47K | Buy |
409
+69
| +20% | +$7.93K | ﹤0.01% | 665 |
|
|
2019
Q3 | $34K | Sell |
340
-133
| -28% | -$13.3K | ﹤0.01% | 700 |
|
|
2019
Q2 | $47K | Sell |
473
-47
| -9% | -$4.67K | 0.01% | 619 |
|
|
2019
Q1 | $49K | Buy |
520
+50
| +11% | +$4.71K | 0.01% | 554 |
|
|
2018
Q4 | $33K | Hold |
470
| – | – | ﹤0.01% | 588 |
|
|
2018
Q3 | $39K | Hold |
470
| – | – | 0.01% | 591 |
|
|
2018
Q2 | $38K | Buy |
470
+144
| +44% | +$11.6K | 0.01% | 599 |
|
|
2018
Q1 | $26K | Buy |
326
+3
| +0.9% | +$239 | ﹤0.01% | 641 |
|
|
2017
Q4 | $26K | Buy |
323
+158
| +96% | +$12.7K | ﹤0.01% | 609 |
|
|
2017
Q3 | $12K | Buy |
+165
| New | +$12K | ﹤0.01% | 651 |
|