Annis Gardner Whiting Capital Advisors’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 | $34.4K | Buy |
301
+192
| +176% | +$22K | 0.01% | 473 |
|
|
2025
Q1 | $9.59K | Buy |
109
+58
| +114% | +$5.1K | ﹤0.01% | 548 |
|
|
2024
Q4 | $3.87K | Hold |
51
| – | – | ﹤0.01% | 635 |
|
|
2024
Q3 | $4.31K | Sell |
51
-42
| -45% | -$3.55K | ﹤0.01% | 647 |
|
|
2024
Q2 | $12.3K | Sell |
93
-90
| -49% | -$11.9K | ﹤0.01% | 655 |
|
|
2024
Q1 | $28.6K | Buy |
183
+114
| +165% | +$17.8K | 0.01% | 484 |
|
|
2023
Q4 | $9.38K | Hold |
69
| – | – | ﹤0.01% | 484 |
|
|
2023
Q3 | $7.3K | Buy |
+69
| New | +$7.3K | ﹤0.01% | 490 |
|