Concord Wealth Partners’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 | $10.3K | Hold |
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|
2025
Q2 | $11.4K | Hold |
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|
2025
Q1 | $8.79K | Hold |
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|
2024
Q4 | $7.58K | Hold |
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|
2024
Q3 | $8.46K | Hold |
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|
2024
Q2 | $13.2K | Hold |
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|
2024
Q1 | $15.6K | Hold |
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|
2023
Q4 | $13.6K | Hold |
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|
2023
Q3 | $10.6K | Hold |
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|
2023
Q2 | $17K | Hold |
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|
2023
Q1 | $21K | Hold |
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|
2022
Q4 | $24.6K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $26K | Hold |
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|
2021
Q4 | $28K | Buy |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $22K | Sell |
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|
2021
Q1 | $21K | Sell |
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|
2020
Q4 | $53K | Buy |
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