Atlas Capital Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $167K | Buy |
1,404
+269
| +24% | +$38.4K | 0.02% | 448 |
|
|
2025
Q4 | $160K | Buy |
+1,135
| New | +$127K | 0.02% | 452 |
|
|
2025
Q2 | $100K | Hold |
876
| – | – | 0.01% | 537 |
|
|
2025
Q1 | $110K | Hold |
876
| – | – | 0.01% | 527 |
|
|
2024
Q4 | $90.5K | Hold |
876
| – | – | 0.01% | 534 |
|
|
2024
Q3 | $102K | Hold |
876
| – | – | 0.02% | 492 |
|
|
2024
Q2 | $92.3K | Hold |
876
| – | – | 0.01% | 508 |
|
|
2024
Q1 | $112K | Hold |
876
| – | – | 0.02% | 462 |
|
|
2023
Q4 | $110K | Buy |
+876
| New | +$106K | 0.02% | 482 |
|
|
2022
Q4 | – | Sell |
-140
| Closed | -$33.6K | – | 913 |
|
|
2022
Q3 | $33.6K | Buy |
140
+8
| +6% | +$1.97K | 0.01% | 587 |
|
|
2022
Q2 | $32.4K | Buy |
+132
| New | +$30.8K | 0.01% | 617 |
|
|
2022
Q1 | – | Sell |
-4
| Closed | -$943 | – | 925 |
|
|
2021
Q4 | $943 | Hold |
4
| – | – | ﹤0.01% | 879 |
|
|
2021
Q3 | $848 | Hold |
4
| – | – | ﹤0.01% | 899 |
|
|
2021
Q2 | $865 | Sell |
4
-511
| -99% | -$107K | ﹤0.01% | 907 |
|
|
2021
Q1 | $104K | Sell |
515
-263
| -34% | -$52.2K | 0.02% | 414 |
|
|
2020
Q4 | $164K | Sell |
778
-189
| -20% | -$40.4K | 0.03% | 328 |
|
|
2020
Q3 | $203K | Sell |
967
-73
| -7% | -$14.4K | 0.05% | 292 |
|
|
2020
Q2 | $198K | Buy |
1,040
+669
| +180% | +$121K | 0.05% | 309 |
|
|
2020
Q1 | $56K | Sell |
371
-25
| -6% | -$3.86K | 0.02% | 423 |
|
|
2019
Q4 | $61.8K | Hold |
396
| – | – | 0.02% | 440 |
|
|
2019
Q3 | $62.9K | Sell |
396
-80
| -17% | -$11.6K | 0.02% | 441 |
|
|
2019
Q2 | $64.3K | Sell |
476
-82
| -15% | -$10.4K | 0.02% | 451 |
|
|
2019
Q1 | $66.6K | Buy |
558
+50
| +10% | +$5.82K | 0.02% | 399 |
|
|
2018
Q4 | $54.9K | Buy |
+508
| New | +$55K | 0.02% | 400 |
|
Other funds holding DG
VCM
VPM
