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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $654K | Sell |
5,509
-3,013
| -35% | -$430K | 0.01% | 648 |
|
|
2025
Q4 | $1.13M | Buy |
8,522
+2,815
| +49% | +$314K | 0.01% | 444 |
|
|
2025
Q3 | $590K | Buy |
5,707
+2,450
| +75% | +$269K | 0.01% | 579 |
|
|
2025
Q2 | $373K | Buy |
3,257
+2,871
| +744% | +$285K | 0.01% | 689 |
|
|
2025
Q1 | $34K | Sell |
386
-151
| -28% | -$11.4K | ﹤0.01% | 1272 |
|
|
2024
Q4 | $40.7K | Sell |
537
-3,279
| -86% | -$258K | ﹤0.01% | 1215 |
|
|
2024
Q3 | $323K | Buy |
3,816
+2,318
| +155% | +$254K | 0.01% | 701 |
|
|
2024
Q2 | $198K | Buy |
1,498
+399
| +36% | +$55.7K | ﹤0.01% | 821 |
|
|
2024
Q1 | $152K | Sell |
1,099
-24
| -2% | -$3.41K | 0.01% | 517 |
|
|
2023
Q4 | $153K | Sell |
1,123
-1,709
| -60% | -$207K | 0.01% | 498 |
|
|
2023
Q3 | $300K | Buy |
2,832
+1,406
| +99% | +$210K | 0.01% | 487 |
|
|
2023
Q2 | $242K | Buy |
1,426
+250
| +21% | +$49.4K | 0.01% | 404 |
|
|
2023
Q1 | $248K | Sell |
1,176
-353
| -23% | -$79.2K | 0.02% | 364 |
|
|
2022
Q4 | $377K | Buy |
1,529
+361
| +31% | +$89.3K | 0.03% | 293 |
|
|
2022
Q3 | $280K | Buy |
1,168
+595
| +104% | +$147K | 0.03% | 321 |
|
|
2022
Q2 | $141K | Buy |
573
+10
| +2% | +$2.33K | 0.01% | 434 |
|
|
2022
Q1 | $125K | Buy |
563
+143
| +34% | +$30.4K | 0.01% | 502 |
|
|
2021
Q4 | $99K | Sell |
420
-16
| -4% | -$3.53K | 0.01% | 527 |
|
|
2021
Q3 | $92K | Buy |
436
+16
| +4% | +$3.61K | 0.01% | 499 |
|
|
2021
Q2 | $91K | Sell |
420
-1
| -0.2% | -$210 | 0.01% | 471 |
|
|
2021
Q1 | $85K | Sell |
421
-24
| -5% | -$4.77K | 0.01% | 464 |
|
|
2020
Q4 | $94K | Hold |
445
| – | – | 0.01% | 425 |
|
|
2020
Q3 | $93K | Sell |
445
-170
| -28% | -$33.4K | 0.01% | 382 |
|
|
2020
Q2 | $117K | Hold |
615
| – | – | 0.01% | 333 |
|
|
2020
Q1 | $93K | Buy |
+615
| New | +$94.9K | 0.01% | 336 |
|
|
2017
Q4 | – | Sell |
-2,645
| Closed | -$214K | – | 233 |
|
|
2017
Q3 | $214K | Buy |
+2,645
| New | +$198K | 0.03% | 233 |
|
Other funds holding DG
VCM
VPM
