Atria Wealth Solutions’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Buy |
2,807
+194
| +7% | +$22.2K | 0.01% | 1119 |
|
|
2025
Q1 | $230K | Buy |
+2,613
| New | +$230K | ﹤0.01% | 1631 |
|
|
2024
Q4 | – | Sell |
-2,566
| Closed | -$217K | – | 1968 |
|
|
2024
Q3 | $217K | Sell |
2,566
-4,300
| -63% | -$364K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $908K | Sell |
6,866
-3,720
| -35% | -$492K | 0.01% | 932 |
|
|
2024
Q1 | $1.65M | Buy |
10,586
+268
| +3% | +$41.8K | 0.02% | 694 |
|
|
2023
Q4 | $1.4M | Sell |
10,318
-844
| -8% | -$115K | 0.02% | 733 |
|
|
2023
Q3 | $1.18M | Buy |
11,162
+2,746
| +33% | +$291K | 0.02% | 736 |
|
|
2023
Q2 | $1.43M | Sell |
8,416
-2,117
| -20% | -$359K | 0.02% | 697 |
|
|
2023
Q1 | $2.22M | Sell |
10,533
-912
| -8% | -$192K | 0.03% | 508 |
|
|
2022
Q4 | $2.82M | Buy |
11,445
+287
| +3% | +$70.7K | 0.05% | 400 |
|
|
2022
Q3 | $2.68M | Buy |
11,158
+8,875
| +389% | +$2.13M | 0.05% | 382 |
|
|
2022
Q2 | $561K | Sell |
2,283
-1,077
| -32% | -$265K | 0.01% | 887 |
|
|
2022
Q1 | $748K | Buy |
+3,360
| New | +$748K | 0.01% | 850 |
|