CarsonAllaria Wealth Management’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 | $74.6K | Buy |
652
+4
| +0.6% | +$458 | 0.04% | 118 |
|
|
2025
Q1 | $57K | Buy |
648
+18
| +3% | +$1.58K | 0.03% | 123 |
|
|
2024
Q4 | $47.8K | Buy |
630
+4
| +0.6% | +$304 | 0.03% | 131 |
|
|
2024
Q3 | $53K | Buy |
626
+3
| +0.5% | +$254 | 0.03% | 124 |
|
|
2024
Q2 | $82.4K | Buy |
623
+3
| +0.5% | +$397 | 0.05% | 107 |
|
|
2024
Q1 | $96.9K | Buy |
620
+3
| +0.5% | +$469 | 0.06% | 104 |
|
|
2023
Q4 | $84K | Sell |
617
-578
| -48% | -$78.7K | 0.06% | 97 |
|
|
2023
Q3 | $126K | Buy |
1,195
+5
| +0.4% | +$529 | 0.1% | 80 |
|
|
2023
Q2 | $202K | Buy |
1,190
+3
| +0.3% | +$510 | 0.16% | 66 |
|
|
2023
Q1 | $250K | Buy |
1,187
+3
| +0.3% | +$632 | 0.21% | 55 |
|
|
2022
Q4 | $292K | Sell |
1,184
-605
| -34% | -$149K | 0.26% | 47 |
|
|
2022
Q3 | $429K | Buy |
1,789
+5
| +0.3% | +$1.2K | 0.4% | 35 |
|
|
2022
Q2 | $438K | Buy |
1,784
+3
| +0.2% | +$737 | 0.41% | 32 |
|
|
2022
Q1 | $396K | Buy |
1,781
+4
| +0.2% | +$889 | 0.35% | 37 |
|
|
2021
Q4 | $419K | Buy |
+1,777
| New | +$419K | 0.37% | 37 |
|