AMBIA
Allen Mooney & Barnes Investment Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $372K | Sell |
3,250
-135,125
| -98% | -$15.5M | 0.06% | 114 |
|
|
2025
Q1 | $12.2M | Buy |
138,375
+5,698
| +4% | +$501K | 1.98% | 19 |
|
|
2024
Q4 | $10.1M | Sell |
132,677
-9,497
| -7% | -$720K | 1.7% | 25 |
|
|
2024
Q3 | $12M | Buy |
142,174
+140,462
| +8,205% | +$11.9M | 2.05% | 16 |
|
|
2024
Q2 | $226K | Sell |
1,712
-45
| -3% | -$5.95K | 0.04% | 143 |
|
|
2024
Q1 | $271K | Buy |
1,757
+171
| +11% | +$26.4K | 0.05% | 138 |
|
|
2023
Q4 | $216K | Buy |
+1,586
| New | +$216K | 0.04% | 149 |
|
|
2023
Q3 | – | Sell |
-1,327
| Closed | -$225K | – | 151 |
|
|
2023
Q2 | $225K | Buy |
+1,327
| New | +$225K | 0.05% | 138 |
|
|
2022
Q3 | – | Sell |
-945
| Closed | -$232K | – | 136 |
|
|
2022
Q2 | $232K | Buy |
+945
| New | +$232K | 0.06% | 125 |
|