Bogart Wealth LLC’s Dollar General DG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.54K Sell
48
-626
-93% -$72.2K ﹤0.01% 916
2025
Q1
$59.3K Buy
674
+184
+38% +$16.2K ﹤0.01% 387
2024
Q4
$37.2K Buy
490
+361
+280% +$27.4K ﹤0.01% 465
2024
Q3
$10.9K Buy
129
+30
+30% +$2.54K ﹤0.01% 681
2024
Q2
$13K Sell
99
-62
-39% -$8.17K ﹤0.01% 608
2024
Q1
$25.1K Sell
161
-23,987
-99% -$3.74M ﹤0.01% 478
2023
Q4
$3.28M Buy
24,148
+6,165
+34% +$838K 0.19% 98
2023
Q3
$1.9M Buy
17,983
+1,558
+9% +$165K 0.12% 107
2023
Q2
$2.79M Buy
16,425
+771
+5% +$131K 0.18% 98
2023
Q1
$3.29M Sell
15,654
-235
-1% -$49.5K 0.22% 93
2022
Q4
$3.91M Buy
15,889
+429
+3% +$106K 0.27% 81
2022
Q3
$3.71M Buy
15,460
+1,285
+9% +$308K 0.31% 68
2022
Q2
$3.48M Buy
14,175
+844
+6% +$207K 0.31% 72
2022
Q1
$2.97M Buy
13,331
+961
+8% +$214K 0.25% 79
2021
Q4
$2.92M Buy
12,370
+2,427
+24% +$572K 0.26% 79
2021
Q3
$2.11M Buy
9,943
+1,809
+22% +$384K 0.21% 90
2021
Q2
$1.76M Buy
8,134
+1,457
+22% +$315K 0.19% 97
2021
Q1
$1.35M Buy
6,677
+2,125
+47% +$431K 0.19% 96
2020
Q4
$957K Buy
4,552
+754
+20% +$159K 0.18% 93
2020
Q3
$796K Buy
3,798
+604
+19% +$127K 0.18% 80
2020
Q2
$608K Buy
3,194
+452
+16% +$86K 0.14% 86
2020
Q1
$414K Buy
2,742
+561
+26% +$84.7K 0.11% 91
2019
Q4
$340K Buy
2,181
+97
+5% +$15.1K 0.11% 92
2019
Q3
$331K Buy
2,084
+117
+6% +$18.6K 0.16% 75
2019
Q2
$265K Buy
1,967
+420
+27% +$56.6K 0.16% 79
2019
Q1
$184K Buy
1,547
+326
+27% +$38.8K 0.09% 92
2018
Q4
$131K Buy
1,221
+143
+13% +$15.3K 0.07% 95
2018
Q3
$118K Buy
1,078
+67
+7% +$7.33K 0.07% 95
2018
Q2
$99K Buy
1,011
+206
+26% +$20.2K 0.06% 98
2018
Q1
$78K Buy
805
+260
+48% +$25.2K 0.05% 107
2017
Q4
$51K Buy
545
+57
+12% +$5.33K 0.03% 140
2017
Q3
$39K Buy
+488
New +$39K 0.03% 152