AWM
Avior Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-191
| Closed | -$14.5K | – | 1141 |
|
|
2024
Q4 | $14.5K | Sell |
191
-141
| -42% | -$10.7K | ﹤0.01% | 1502 |
|
|
2024
Q3 | $28.1K | Sell |
332
-941
| -74% | -$79.6K | ﹤0.01% | 1300 |
|
|
2024
Q2 | $167K | Sell |
1,273
-833
| -40% | -$109K | 0.01% | 718 |
|
|
2024
Q1 | $329K | Buy |
2,106
+1,888
| +866% | +$295K | 0.02% | 557 |
|
|
2023
Q4 | $29.8K | Sell |
218
-133
| -38% | -$18.2K | ﹤0.01% | 821 |
|
|
2023
Q3 | $37.2K | Sell |
351
-81
| -19% | -$8.59K | ﹤0.01% | 823 |
|
|
2023
Q2 | $73.4K | Sell |
432
-49
| -10% | -$8.33K | ﹤0.01% | 684 |
|
|
2023
Q1 | $101K | Buy |
481
+417
| +652% | +$87.9K | 0.01% | 638 |
|
|
2022
Q4 | $15.9K | Hold |
64
| – | – | ﹤0.01% | 787 |
|
|
2022
Q3 | $15K | Hold |
64
| – | – | ﹤0.01% | 785 |
|
|
2022
Q2 | $15K | Hold |
64
| – | – | ﹤0.01% | 709 |
|
|
2022
Q1 | $14K | Hold |
64
| – | – | ﹤0.01% | 779 |
|
|
2021
Q4 | $15K | Sell |
64
-41
| -39% | -$9.61K | ﹤0.01% | 752 |
|
|
2021
Q3 | $22K | Buy |
105
+75
| +250% | +$15.7K | ﹤0.01% | 648 |
|
|
2021
Q2 | $6K | Hold |
30
| – | – | ﹤0.01% | 803 |
|
|
2021
Q1 | $6K | Sell |
30
-106
| -78% | -$21.2K | ﹤0.01% | 815 |
|
|
2020
Q4 | $28K | Buy |
136
+44
| +48% | +$9.06K | ﹤0.01% | 565 |
|
|
2020
Q3 | $19K | Hold |
92
| – | – | ﹤0.01% | 599 |
|
|
2020
Q2 | $17K | Buy |
92
+7
| +8% | +$1.29K | ﹤0.01% | 590 |
|
|
2020
Q1 | $12K | Buy |
+85
| New | +$12K | ﹤0.01% | 557 |
|
|
2016
Q1 | – | Sell |
-215
| Closed | -$15K | – | 488 |
|
|
2015
Q4 | $15K | Hold |
215
| – | – | 0.01% | 281 |
|
|
2015
Q3 | $16K | Hold |
215
| – | – | 0.01% | 245 |
|
|
2015
Q2 | $17K | Hold |
215
| – | – | 0.01% | 216 |
|
|
2015
Q1 | $16K | Hold |
215
| – | – | 0.01% | 219 |
|
|
2014
Q4 | $15K | Hold |
215
| – | – | 0.01% | 204 |
|
|
2014
Q3 | $13K | Hold |
215
| – | – | 0.01% | 216 |
|
|
2014
Q2 | $12K | Hold |
215
| – | – | 0.01% | 225 |
|
|
2014
Q1 | $12K | Buy |
+215
| New | +$12K | 0.01% | 218 |
|