Arkadios Wealth 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 | $1.36M | Buy |
11,858
+536
| +5% | +$61.3K | 0.04% | 452 |
|
|
2025
Q1 | $995K | Buy |
11,322
+3,294
| +41% | +$290K | 0.04% | 457 |
|
|
2024
Q4 | $609K | Buy |
8,028
+3,982
| +98% | +$302K | 0.03% | 472 |
|
|
2024
Q3 | $342K | Sell |
4,046
-3,524
| -47% | -$298K | 0.02% | 665 |
|
|
2024
Q2 | $1M | Sell |
7,570
-2,212
| -23% | -$292K | 0.07% | 282 |
|
|
2024
Q1 | $1.53M | Buy |
9,782
+6,043
| +162% | +$943K | 0.12% | 176 |
|
|
2023
Q4 | $508K | Buy |
3,739
+807
| +28% | +$110K | 0.04% | 365 |
|
|
2023
Q3 | $310K | Buy |
2,932
+1,144
| +64% | +$121K | 0.03% | 473 |
|
|
2023
Q2 | $304K | Buy |
1,788
+7
| +0.4% | +$1.19K | 0.04% | 439 |
|
|
2023
Q1 | $375K | Buy |
+1,781
| New | +$375K | 0.04% | 371 |
|
|
2021
Q4 | – | Sell |
-482
| Closed | -$102K | – | 845 |
|
|
2021
Q3 | $102K | Buy |
482
+180
| +60% | +$38.1K | 0.01% | 681 |
|
|
2021
Q2 | $65K | Buy |
302
+144
| +91% | +$31K | 0.01% | 847 |
|
|
2021
Q1 | $32K | Buy |
158
+25
| +19% | +$5.06K | 0.01% | 820 |
|
|
2020
Q4 | $27K | Sell |
133
-187
| -58% | -$38K | 0.01% | 679 |
|
|
2020
Q3 | $70.9K | Sell |
320
-11
| -3% | -$2.44K | 0.04% | 347 |
|
|
2020
Q2 | $62.8K | Buy |
331
+214
| +183% | +$40.6K | 0.03% | 335 |
|
|
2020
Q1 | $17.7K | Buy |
117
+4
| +4% | +$604 | 0.01% | 511 |
|
|
2019
Q4 | $18.1K | Buy |
+113
| New | +$18.1K | 0.01% | 478 |
|