BIA
Benchmark Investment Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,446
| Closed | -$323K | – | 89 |
|
|
2024
Q2 | $323K | Sell |
2,446
-228
| -9% | -$30.2K | 0.23% | 71 |
|
|
2024
Q1 | $417K | Sell |
2,674
-1,463
| -35% | -$228K | 0.33% | 65 |
|
|
2023
Q4 | $562K | Sell |
4,137
-3,897
| -49% | -$530K | 0.52% | 50 |
|
|
2023
Q3 | $850K | Sell |
8,034
-271
| -3% | -$28.7K | 0.86% | 38 |
|
|
2023
Q2 | $1.41M | Buy |
8,305
+19
| +0.2% | +$3.23K | 1.3% | 25 |
|
|
2023
Q1 | $1.74M | Sell |
8,286
-210
| -2% | -$44.2K | 1.79% | 19 |
|
|
2022
Q4 | $2.09M | Sell |
8,496
-292
| -3% | -$71.9K | 2.21% | 9 |
|
|
2022
Q3 | $2.11M | Sell |
8,788
-317
| -3% | -$76K | 2.27% | 9 |
|
|
2022
Q2 | $2.24M | Buy |
9,105
+44
| +0.5% | +$10.8K | 2.33% | 9 |
|
|
2022
Q1 | $2.02M | Sell |
9,061
-5,897
| -39% | -$1.31M | 1.52% | 16 |
|
|
2021
Q4 | $3.53M | Buy |
+14,958
| New | +$3.53M | 2.91% | 6 |
|