Center for Financial Planning’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.8K | Hold |
217
| – | – | ﹤0.01% | 388 |
|
|
2025
Q4 | $28.8K | Hold |
217
| – | – | ﹤0.01% | 366 |
|
|
2025
Q3 | $22.4K | Hold |
217
| – | – | ﹤0.01% | 404 |
|
|
2025
Q2 | $24.8K | Hold |
217
| – | – | ﹤0.01% | 371 |
|
|
2025
Q1 | $19.1K | Hold |
217
| – | – | ﹤0.01% | 396 |
|
|
2024
Q4 | $16.5K | Hold |
217
| – | – | ﹤0.01% | 365 |
|
|
2024
Q3 | $18.4K | Hold |
217
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $28.7K | Hold |
217
| – | – | ﹤0.01% | 294 |
|
|
2024
Q1 | $33.9K | Hold |
217
| – | – | 0.01% | 282 |
|
|
2023
Q4 | $29.5K | Hold |
217
| – | – | 0.01% | 275 |
|
|
2023
Q3 | $23K | Buy |
217
+207
| +2,070% | +$30.9K | 0.01% | 293 |
|
|
2023
Q2 | $1.7K | Hold |
10
| – | – | ﹤0.01% | 502 |
|
|
2023
Q1 | $2.1K | Hold |
10
| – | – | ﹤0.01% | 449 |
|
|
2022
Q4 | $2.46K | Hold |
10
| – | – | ﹤0.01% | 451 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 524 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 466 |
|
|
2022
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 472 |
|
|
2021
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 478 |
|
|
2021
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 457 |
|
|
2021
Q1 | $2K | Buy |
+10
| New | +$1.99K | ﹤0.01% | 488 |
|
|
2020
Q2 | – | Sell |
-15
| Closed | -$2K | – | 485 |
|
|
2020
Q1 | $2K | Buy |
+15
| New | +$2.32K | ﹤0.01% | 488 |
|
Other funds holding DG
VCM
VPM
