Checchi Capital Advisers’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 | $232K | Buy |
+1,958
| New | +$279K | 0.02% | 546 |
|
|
2024
Q2 | – | Sell |
-1,432
| Closed | -$223K | – | 576 |
|
|
2024
Q1 | $223K | Buy |
+1,432
| New | +$204K | 0.02% | 522 |
|
|
2023
Q3 | – | Sell |
-2,946
| Closed | -$500K | – | 550 |
|
|
2023
Q2 | $500K | Buy |
2,946
+846
| +40% | +$167K | 0.04% | 293 |
|
|
2023
Q1 | $442K | Sell |
2,100
-42
| -2% | -$9.43K | 0.04% | 312 |
|
|
2022
Q4 | $527K | Buy |
2,142
+29
| +1% | +$7.17K | 0.05% | 260 |
|
|
2022
Q3 | $507K | Buy |
2,113
+30
| +1% | +$7.4K | 0.06% | 262 |
|
|
2022
Q2 | $517K | Buy |
2,083
+6
| +0.3% | +$1.4K | 0.05% | 276 |
|
|
2022
Q1 | $462K | Buy |
2,077
+303
| +17% | +$64.4K | 0.05% | 283 |
|
|
2021
Q4 | $418K | Buy |
1,774
+14
| +0.8% | +$3.09K | 0.05% | 302 |
|
|
2021
Q3 | $373K | Buy |
1,760
+10
| +0.6% | +$2.26K | 0.05% | 303 |
|
|
2021
Q2 | $379K | Sell |
1,750
-15
| -0.8% | -$3.15K | 0.05% | 298 |
|
|
2021
Q1 | $358K | Sell |
1,765
-387
| -18% | -$76.9K | 0.05% | 304 |
|
|
2020
Q4 | $453K | Sell |
2,152
-297
| -12% | -$63.4K | 0.07% | 254 |
|
|
2020
Q3 | $513K | Sell |
2,449
-56
| -2% | -$11K | 0.09% | 204 |
|
|
2020
Q2 | $477K | Buy |
2,505
+109
| +5% | +$19.7K | 0.09% | 210 |
|
|
2020
Q1 | $362K | Sell |
2,396
-63
| -3% | -$9.73K | 0.08% | 218 |
|
|
2019
Q4 | $384K | Buy |
2,459
+333
| +16% | +$52.8K | 0.07% | 249 |
|
|
2019
Q3 | $338K | Buy |
2,126
+13
| +0.6% | +$1.88K | 0.07% | 273 |
|
|
2019
Q2 | $286K | Buy |
2,113
+260
| +14% | +$32.9K | 0.06% | 307 |
|
|
2019
Q1 | $221K | Sell |
1,853
-8
| -0.4% | -$931 | 0.05% | 361 |
|
|
2018
Q4 | $201K | Sell |
1,861
-379
| -17% | -$41K | 0.05% | 342 |
|
|
2018
Q3 | $245K | Buy |
2,240
+158
| +8% | +$16.4K | 0.05% | 357 |
|
|
2018
Q2 | $205K | Buy |
+2,082
| New | +$200K | 0.05% | 379 |
|
|
2018
Q1 | – | Sell |
-3,689
| Closed | -$343K | – | 404 |
|
|
2017
Q4 | $343K | Buy |
+3,689
| New | +$317K | 0.08% | 281 |
|
|
2016
Q3 | – | Sell |
-2,219
| Closed | -$209K | – | 610 |
|
|
2016
Q2 | $209K | Buy |
2,219
+43
| +2% | +$3.71K | 0.05% | 334 |
|
|
2016
Q1 | $186K | Buy |
+2,176
| New | +$165K | 0.05% | 366 |
|
Other funds holding DG
VCM
VPM
