Belpointe Asset Management’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
Q1 | $674K | Buy |
5,674
+402
| +8% | +$57.3K | 0.02% | 597 |
|
|
2025
Q4 | $700K | Sell |
5,272
-634
| -11% | -$70.7K | 0.03% | 555 |
|
|
2025
Q3 | $610K | Buy |
5,906
+738
| +14% | +$80.9K | 0.02% | 566 |
|
|
2025
Q2 | $591K | Buy |
+5,168
| New | +$513K | 0.02% | 525 |
|
|
2025
Q1 | – | Sell |
-6,645
| Closed | -$551K | – | 940 |
|
|
2024
Q4 | $551K | Sell |
6,645
-62
| -0.9% | -$4.89K | 0.03% | 488 |
|
|
2024
Q3 | $567K | Buy |
6,707
+726
| +12% | +$79.6K | 0.03% | 471 |
|
|
2024
Q2 | $791K | Buy |
+5,981
| New | +$835K | 0.06% | 331 |
|
|
2024
Q1 | – | Sell |
-2,788
| Closed | -$379K | – | 799 |
|
|
2023
Q4 | $379K | Sell |
2,788
-162
| -5% | -$19.7K | 0.03% | 452 |
|
|
2023
Q3 | $312K | Buy |
2,950
+1,666
| +130% | +$248K | 0.03% | 464 |
|
|
2023
Q2 | $218K | Sell |
1,284
-1,440
| -53% | -$285K | 0.02% | 548 |
|
|
2023
Q1 | $573K | Sell |
2,724
-3,006
| -52% | -$675K | 0.03% | 508 |
|
|
2022
Q4 | $1.41M | Buy |
5,730
+1,973
| +53% | +$488K | 0.09% | 240 |
|
|
2022
Q3 | $901K | Buy |
3,757
+878
| +30% | +$217K | 0.06% | 325 |
|
|
2022
Q2 | $708K | Sell |
2,879
-154
| -5% | -$35.9K | 0.05% | 382 |
|
|
2022
Q1 | $676K | Buy |
3,033
+186
| +7% | +$39.5K | 0.04% | 436 |
|
|
2021
Q4 | $671K | Buy |
2,847
+177
| +7% | +$39.1K | 0.04% | 433 |
|
|
2021
Q3 | $566K | Sell |
2,670
-23
| -0.9% | -$5.19K | 0.04% | 470 |
|
|
2021
Q2 | $582K | Buy |
2,693
+53
| +2% | +$11.1K | 0.04% | 450 |
|
|
2021
Q1 | $534K | Sell |
2,640
-506
| -16% | -$100K | 0.05% | 411 |
|
|
2020
Q4 | $662K | Buy |
3,146
+45
| +1% | +$9.61K | 0.06% | 339 |
|
|
2020
Q3 | $650K | Sell |
3,101
-2,066
| -40% | -$406K | 0.07% | 279 |
|
|
2020
Q2 | $984K | Sell |
5,167
-16
| -0.3% | -$2.9K | 0.13% | 175 |
|
|
2020
Q1 | $782K | Buy |
5,183
+4,068
| +365% | +$628K | 0.14% | 174 |
|
|
2019
Q4 | $173K | Sell |
1,115
-2,281
| -67% | -$362K | 0.02% | 583 |
|
|
2019
Q3 | $540K | Buy |
3,396
+2,277
| +203% | +$329K | 0.09% | 259 |
|
|
2019
Q2 | $151K | Sell |
1,119
-653
| -37% | -$82.5K | 0.03% | 484 |
|
|
2019
Q1 | $212K | Buy |
+1,772
| New | +$206K | 0.04% | 296 |
|
|
2018
Q4 | – | Sell |
-3,227
| Closed | -$353K | – | 525 |
|
|
2018
Q3 | $353K | Buy |
+3,227
| New | +$335K | 0.06% | 326 |
|
|
2018
Q1 | – | Sell |
-2,984
| Closed | -$278K | – | 375 |
|
|
2017
Q4 | $278K | Buy |
+2,984
| New | +$257K | 0.06% | 354 |
|
Other funds holding DG
VCM
VPM
