Clearstead Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $590K | Buy |
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|
2025
Q2 | $373K | Buy |
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|
2025
Q1 | $34K | Sell |
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|
2024
Q4 | $40.7K | Sell |
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|
2024
Q3 | $323K | Buy |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $152K | Sell |
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|
2023
Q4 | $153K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $377K | Buy |
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|
2022
Q3 | $280K | Buy |
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|
2022
Q2 | $141K | Buy |
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|
2022
Q1 | $125K | Buy |
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|
2021
Q4 | $99K | Sell |
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|
2021
Q3 | $92K | Buy |
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|
2021
Q2 | $91K | Sell |
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|
2021
Q1 | $85K | Sell |
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|
2020
Q4 | $94K | Hold |
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|
2020
Q3 | $93K | Sell |
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|
2020
Q2 | $117K | Hold |
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|
2020
Q1 | $93K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $214K | Buy |
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