Valmark Advisers’s Dover DOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $758K | Sell |
4,135
-3
| -0.1% | -$550 | 0.01% | 378 |
|
|
2025
Q1 | $727K | Buy |
4,138
+10
| +0.2% | +$1.76K | 0.01% | 367 |
|
|
2024
Q4 | $774K | Sell |
4,128
-33
| -0.8% | -$6.19K | 0.01% | 350 |
|
|
2024
Q3 | $798K | Buy |
4,161
+199
| +5% | +$38.2K | 0.01% | 342 |
|
|
2024
Q2 | $715K | Buy |
3,962
+63
| +2% | +$11.4K | 0.01% | 336 |
|
|
2024
Q1 | $691K | Sell |
3,899
-23
| -0.6% | -$4.08K | 0.01% | 327 |
|
|
2023
Q4 | $603K | Sell |
3,922
-438
| -10% | -$67.4K | 0.01% | 322 |
|
|
2023
Q3 | $608K | Sell |
4,360
-29
| -0.7% | -$4.05K | 0.01% | 294 |
|
|
2023
Q2 | $648K | Sell |
4,389
-154
| -3% | -$22.7K | 0.01% | 288 |
|
|
2023
Q1 | $690K | Buy |
4,543
+27
| +0.6% | +$4.1K | 0.01% | 271 |
|
|
2022
Q4 | $612K | Sell |
4,516
-311
| -6% | -$42.1K | 0.01% | 279 |
|
|
2022
Q3 | $563K | Hold |
4,827
| – | – | 0.01% | 269 |
|
|
2022
Q2 | $586K | Buy |
4,827
+11
| +0.2% | +$1.34K | 0.01% | 267 |
|
|
2022
Q1 | $756K | Hold |
4,816
| – | – | 0.01% | 243 |
|
|
2021
Q4 | $875K | Sell |
4,816
-26
| -0.5% | -$4.72K | 0.02% | 216 |
|
|
2021
Q3 | $753K | Sell |
4,842
-123
| -2% | -$19.1K | 0.01% | 228 |
|
|
2021
Q2 | $748K | Buy |
4,965
+300
| +6% | +$45.2K | 0.01% | 225 |
|
|
2021
Q1 | $640K | Buy |
4,665
+307
| +7% | +$42.1K | 0.01% | 235 |
|
|
2020
Q4 | $550K | Buy |
+4,358
| New | +$550K | 0.01% | 240 |
|