Berger 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
Q2 | – | Sell |
-1,656
| Closed | -$258K | – | 365 |
|
|
2024
Q1 | $258K | Buy |
+1,656
| New | +$258K | 0.02% | 309 |
|
|
2023
Q3 | – | Sell |
-1,612
| Closed | -$274K | – | 279 |
|
|
2023
Q2 | $274K | Sell |
1,612
-96
| -6% | -$16.3K | 0.03% | 225 |
|
|
2023
Q1 | $359K | Sell |
1,708
-167
| -9% | -$35.1K | 0.04% | 191 |
|
|
2022
Q4 | $462K | Sell |
1,875
-56
| -3% | -$13.8K | 0.06% | 157 |
|
|
2022
Q3 | $463K | Sell |
1,931
-119
| -6% | -$28.5K | 0.07% | 145 |
|
|
2022
Q2 | $503K | Sell |
2,050
-299
| -13% | -$73.4K | 0.07% | 138 |
|
|
2022
Q1 | $523K | Sell |
2,349
-20,598
| -90% | -$4.59M | 0.07% | 142 |
|
|
2021
Q4 | $5.41M | Buy |
22,947
+2,759
| +14% | +$651K | 0.72% | 39 |
|
|
2021
Q3 | $4.28M | Buy |
20,188
+21
| +0.1% | +$4.46K | 0.77% | 48 |
|
|
2021
Q2 | $4.36M | Buy |
20,167
+818
| +4% | +$177K | 0.79% | 50 |
|
|
2021
Q1 | $3.92M | Buy |
+19,349
| New | +$3.92M | 0.85% | 49 |
|