Avantax Advisory Services’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 | $1.43M | Buy |
12,486
+1,924
| +18% | +$220K | 0.01% | 968 |
|
|
2025
Q1 | $929K | Buy |
10,562
+918
| +10% | +$80.7K | 0.01% | 1133 |
|
|
2024
Q4 | $731K | Sell |
9,644
-1,717
| -15% | -$130K | ﹤0.01% | 1215 |
|
|
2024
Q3 | $961K | Buy |
11,361
+316
| +3% | +$26.7K | 0.01% | 1047 |
|
|
2024
Q2 | $1.46M | Buy |
11,045
+2,453
| +29% | +$324K | 0.01% | 790 |
|
|
2024
Q1 | $1.34M | Sell |
8,592
-965
| -10% | -$151K | 0.01% | 655 |
|
|
2023
Q4 | $1.3M | Buy |
9,557
+407
| +4% | +$55.3K | 0.01% | 628 |
|
|
2023
Q3 | $968K | Sell |
9,150
-648
| -7% | -$68.6K | 0.01% | 706 |
|
|
2023
Q2 | $1.66M | Buy |
9,798
+2,949
| +43% | +$501K | 0.02% | 514 |
|
|
2023
Q1 | $1.44M | Buy |
6,849
+2,461
| +56% | +$518K | 0.02% | 542 |
|
|
2022
Q4 | $1.08M | Buy |
4,388
+1,618
| +58% | +$398K | 0.01% | 620 |
|
|
2022
Q3 | $664K | Buy |
2,770
+250
| +10% | +$59.9K | 0.01% | 672 |
|
|
2022
Q2 | $618K | Buy |
2,520
+548
| +28% | +$134K | 0.01% | 695 |
|
|
2022
Q1 | $436K | Sell |
1,972
-182
| -8% | -$40.2K | 0.01% | 844 |
|
|
2021
Q4 | $508K | Buy |
2,154
+53
| +3% | +$12.5K | 0.01% | 755 |
|
|
2021
Q3 | $443K | Sell |
2,101
-297
| -12% | -$62.6K | 0.01% | 757 |
|
|
2021
Q2 | $519K | Buy |
2,398
+125
| +5% | +$27.1K | 0.01% | 699 |
|
|
2021
Q1 | $461K | Buy |
2,273
+38
| +2% | +$7.71K | 0.01% | 647 |
|
|
2020
Q4 | $472K | Sell |
2,235
-6,660
| -75% | -$1.41M | 0.01% | 574 |
|
|
2020
Q3 | $1.86M | Buy |
8,895
+6,530
| +276% | +$1.37M | 0.03% | 375 |
|
|
2020
Q2 | $450K | Buy |
2,365
+124
| +6% | +$23.6K | 0.01% | 507 |
|
|
2020
Q1 | $339K | Buy |
2,241
+466
| +26% | +$70.5K | 0.01% | 538 |
|
|
2019
Q4 | $278K | Buy |
1,775
+252
| +17% | +$39.5K | 0.01% | 650 |
|
|
2019
Q3 | $243K | Buy |
+1,523
| New | +$243K | 0.01% | 485 |
|
|
2019
Q2 | – | Sell |
-2,483
| Closed | -$296K | – | 524 |
|
|
2019
Q1 | $296K | Buy |
+2,483
| New | +$296K | 0.02% | 359 |
|