B. Riley Wealth 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
Q2 | $257K | Buy |
+2,186
| New | +$248K | 0.01% | 678 |
|
|
2026
Q1 | – | Sell |
-2,299
| Closed | -$305K | – | 947 |
|
|
2025
Q4 | $305K | Sell |
2,299
-960
| -29% | -$107K | 0.01% | 702 |
|
|
2025
Q3 | $337K | Sell |
3,259
-46
| -1% | -$5.04K | 0.02% | 670 |
|
|
2025
Q2 | $378K | Buy |
+3,305
| New | +$328K | 0.02% | 628 |
|
|
2024
Q4 | $567K | Buy |
7,479
+1,701
| +29% | +$134K | 0.02% | 655 |
|
|
2024
Q3 | $482K | Sell |
5,778
-781
| -12% | -$85.6K | 0.01% | 753 |
|
|
2024
Q2 | $867K | Sell |
6,559
-2,021
| -24% | -$282K | 0.02% | 587 |
|
|
2024
Q1 | $908K | Buy |
8,580
+1,317
| +18% | +$187K | 0.02% | 554 |
|
|
2023
Q4 | $987K | Sell |
7,263
-1,317
| -15% | -$160K | 0.03% | 530 |
|
|
2023
Q3 | $908K | Buy |
8,580
+1,890
| +28% | +$282K | 0.02% | 554 |
|
|
2023
Q2 | $1.14M | Sell |
6,690
-2,062
| -24% | -$408K | 0.03% | 520 |
|
|
2023
Q1 | $1.84M | Sell |
8,752
-1,611
| -16% | -$362K | 0.05% | 366 |
|
|
2022
Q4 | $2.56M | Buy |
10,363
+3,079
| +42% | +$761K | 0.07% | 285 |
|
|
2022
Q3 | $1.75M | Buy |
7,284
+4,042
| +125% | +$997K | 0.05% | 336 |
|
|
2022
Q2 | $797K | Buy |
3,242
+793
| +32% | +$185K | 0.03% | 490 |
|
|
2022
Q1 | $546K | Buy |
2,449
+760
| +45% | +$161K | 0.02% | 707 |
|
|
2021
Q4 | $399K | Buy |
1,689
+259
| +18% | +$57.2K | 0.01% | 935 |
|
|
2021
Q3 | $305K | Buy |
+1,430
| New | +$323K | 0.01% | 1028 |
|
|
2021
Q2 | – | Sell |
-1,648
| Closed | -$336K | – | 1394 |
|
|
2021
Q1 | $336K | Buy |
1,648
+290
| +21% | +$57.6K | 0.01% | 936 |
|
|
2020
Q4 | $287K | Buy |
1,358
+211
| +18% | +$45.1K | 0.02% | 778 |
|
|
2020
Q3 | $239K | Buy |
1,147
+88
| +8% | +$17.3K | 0.01% | 790 |
|
|
2020
Q2 | $203K | Sell |
1,059
-291
| -22% | -$52.7K | 0.01% | 769 |
|
|
2020
Q1 | $206K | Buy |
+1,350
| New | +$208K | 0.02% | 664 |
|
|
2019
Q4 | – | Sell |
-3,230
| Closed | -$515K | – | 856 |
|
|
2019
Q3 | $515K | Buy |
3,230
+24
| +0.7% | +$3.47K | 0.05% | 399 |
|
|
2019
Q2 | $435K | Buy |
3,206
+619
| +24% | +$78.2K | 0.05% | 426 |
|
|
2019
Q1 | $311K | Buy |
2,587
+321
| +14% | +$37.3K | 0.04% | 479 |
|
|
2018
Q4 | $246K | Sell |
2,266
-127
| -5% | -$13.7K | 0.04% | 506 |
|
|
2018
Q3 | $263K | Buy |
2,393
+24
| +1% | +$2.5K | 0.03% | 544 |
|
|
2018
Q2 | $235K | Buy |
+2,369
| New | +$228K | 0.03% | 559 |
|
|
2017
Q4 | – | Sell |
-3,246
| Closed | -$265K | – | 647 |
|
|
2017
Q3 | $265K | Sell |
3,246
-182
| -5% | -$13.6K | 0.04% | 415 |
|
|
2017
Q2 | $250K | Buy |
3,428
+155
| +5% | +$11.2K | 0.05% | 419 |
|
|
2017
Q1 | $230K | Buy |
3,273
+258
| +9% | +$18.9K | 0.05% | 429 |
|
|
2016
Q4 | $224K | Sell |
3,015
-609
| -17% | -$44.5K | 0.05% | 424 |
|
|
2016
Q3 | $255K | Buy |
3,624
+948
| +35% | +$80.3K | 0.05% | 456 |
|
|
2016
Q2 | $253K | Buy |
+2,676
| New | +$231K | 0.05% | 461 |
|
|
2015
Q1 | – | Sell |
-530
| Closed | -$37 | – | 892 |
|
|
2014
Q4 | $37 | Buy |
+530
| New | +$34.5K | ﹤0.01% | 2250 |
|
|
2014
Q3 | – | Sell |
-630
| Closed | -$36.1K | – | 920 |
|
|
2014
Q2 | $36.1K | Buy |
+630
| New | +$36K | 0.01% | 1167 |
|
Other funds holding DG
ONB
CNB
KL
P
ERIC
RP
SW