Cetera Trust Company’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 | $562K | Buy |
4,910
+900
| +22% | +$103K | 0.34% | 59 |
|
|
2025
Q1 | $353K | Sell |
4,010
-1,050
| -21% | -$92.3K | 0.22% | 77 |
|
|
2024
Q4 | $384K | Sell |
5,060
-4,425
| -47% | -$336K | 0.25% | 67 |
|
|
2024
Q3 | $802K | Buy |
9,485
+3,860
| +69% | +$326K | 0.49% | 50 |
|
|
2024
Q2 | $744K | Sell |
5,625
-600
| -10% | -$79.3K | 0.47% | 51 |
|
|
2024
Q1 | $971K | Buy |
6,225
+1,235
| +25% | +$193K | 0.58% | 43 |
|
|
2023
Q4 | $678K | Buy |
+4,990
| New | +$678K | 0.42% | 54 |
|