Concord Wealth Partners’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 | $11.4K | Hold |
100
| – | – | ﹤0.01% | 526 |
|
|
2025
Q1 | $8.79K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2024
Q4 | $7.58K | Hold |
100
| – | – | ﹤0.01% | 549 |
|
|
2024
Q3 | $8.46K | Hold |
100
| – | – | ﹤0.01% | 570 |
|
|
2024
Q2 | $13.2K | Hold |
100
| – | – | ﹤0.01% | 474 |
|
|
2024
Q1 | $15.6K | Hold |
100
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $13.6K | Hold |
100
| – | – | ﹤0.01% | 530 |
|
|
2023
Q3 | $10.6K | Hold |
100
| – | – | ﹤0.01% | 608 |
|
|
2023
Q2 | $17K | Hold |
100
| – | – | ﹤0.01% | 527 |
|
|
2023
Q1 | $21K | Hold |
100
| – | – | 0.01% | 485 |
|
|
2022
Q4 | $24.6K | Buy |
+100
| New | +$24.6K | 0.01% | 491 |
|
|
2022
Q3 | – | Sell |
-119
| Closed | -$29K | – | 384 |
|
|
2022
Q2 | $29K | Hold |
119
| – | – | 0.01% | 457 |
|
|
2022
Q1 | $26K | Hold |
119
| – | – | 0.01% | 579 |
|
|
2021
Q4 | $28K | Buy |
119
+19
| +19% | +$4.47K | 0.01% | 568 |
|
|
2021
Q3 | $21K | Hold |
100
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $22K | Sell |
100
-3
| -3% | -$660 | 0.01% | 481 |
|
|
2021
Q1 | $21K | Sell |
103
-147
| -59% | -$30K | 0.01% | 468 |
|
|
2020
Q4 | $53K | Buy |
+250
| New | +$53K | 0.04% | 198 |
|