Beacon Financial Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,957
| Closed | -$259K | – | 322 |
|
|
2024
Q2 | $259K | Buy |
1,957
+12
| +0.6% | +$1.59K | 0.03% | 291 |
|
|
2024
Q1 | $304K | Buy |
1,945
+36
| +2% | +$5.62K | 0.03% | 270 |
|
|
2023
Q4 | $260K | Buy |
+1,909
| New | +$260K | 0.03% | 281 |
|
|
2016
Q1 | – | Sell |
-3,625
| Closed | -$261K | – | 173 |
|
|
2015
Q4 | $261K | Buy |
+3,625
| New | +$261K | 0.06% | 150 |
|