Buckingham Strategic Wealth’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 | $511K | Sell |
3,866
-366
| -9% | -$48.4K | 0.01% | 461 |
|
|
2024
Q1 | $660K | Sell |
4,232
-489
| -10% | -$76.3K | 0.01% | 408 |
|
|
2023
Q4 | $642K | Sell |
4,721
-500
| -10% | -$68K | 0.01% | 399 |
|
|
2023
Q3 | $552K | Sell |
5,221
-935
| -15% | -$98.9K | 0.01% | 400 |
|
|
2023
Q2 | $1.05M | Sell |
6,156
-674
| -10% | -$114K | 0.01% | 294 |
|
|
2023
Q1 | $1.68M | Hold |
6,830
| – | – | 0.03% | 201 |
|
|
2022
Q4 | $1.68M | Sell |
6,830
-211
| -3% | -$52K | 0.03% | 202 |
|
|
2022
Q3 | $1.69M | Buy |
7,041
+28
| +0.4% | +$6.72K | 0.03% | 189 |
|
|
2022
Q2 | $1.72M | Buy |
7,013
+127
| +2% | +$31.2K | 0.03% | 189 |
|
|
2022
Q1 | $1.53M | Buy |
6,886
+127
| +2% | +$28.3K | 0.03% | 217 |
|
|
2021
Q4 | $1.59M | Sell |
6,759
-319
| -5% | -$75.2K | 0.03% | 214 |
|
|
2021
Q3 | $1.5M | Sell |
7,078
-75
| -1% | -$15.9K | 0.03% | 211 |
|
|
2021
Q2 | $1.55M | Sell |
7,153
-159
| -2% | -$34.4K | 0.04% | 205 |
|
|
2021
Q1 | $1.48M | Sell |
7,312
-61
| -0.8% | -$12.4K | 0.07% | 191 |
|
|
2020
Q4 | $1.55M | Buy |
+7,373
| New | +$1.55M | 0.08% | 177 |
|