AllSquare Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7K | Hold |
260
| – | – | 0.02% | 277 |
|
|
2025
Q1 | $22.9K | Hold |
260
| – | – | 0.01% | 291 |
|
|
2024
Q4 | $19.7K | Sell |
260
-40
| -13% | -$3.03K | 0.01% | 314 |
|
|
2024
Q3 | $25.4K | Hold |
300
| – | – | 0.01% | 283 |
|
|
2024
Q2 | $39.7K | Hold |
300
| – | – | 0.02% | 228 |
|
|
2024
Q1 | $46.8K | Hold |
300
| – | – | 0.03% | 219 |
|
|
2023
Q4 | $40.8K | Hold |
300
| – | – | 0.03% | 231 |
|
|
2023
Q3 | $31.7K | Sell |
300
-100
| -25% | -$10.6K | 0.02% | 252 |
|
|
2023
Q2 | $81.5K | Hold |
400
| – | – | 0.05% | 163 |
|
|
2023
Q1 | $84.2K | Sell |
400
-100
| -20% | -$21K | 0.05% | 161 |
|
|
2022
Q4 | $123K | Hold |
500
| – | – | 0.08% | 118 |
|
|
2022
Q3 | $120K | Hold |
500
| – | – | 0.09% | 112 |
|
|
2022
Q2 | $123K | Hold |
500
| – | – | 0.08% | 116 |
|
|
2022
Q1 | $111K | Hold |
500
| – | – | 0.07% | 136 |
|
|
2021
Q4 | $118K | Buy |
+500
| New | +$118K | 0.07% | 132 |
|
|
2016
Q1 | – | Sell |
-200
| Closed | -$14K | – | 310 |
|
|
2015
Q4 | $14K | Buy |
+200
| New | +$14K | 0.01% | 193 |
|