Concurrent Investment Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $274K | Sell |
2,400
-6,977
| -74% | -$798K | 0.01% | 1100 |
|
|
2025
Q1 | $825K | Buy |
9,377
+2,987
| +47% | +$263K | 0.02% | 599 |
|
|
2024
Q4 | $485K | Buy |
6,390
+1,993
| +45% | +$151K | 0.01% | 665 |
|
|
2024
Q3 | $372K | Buy |
4,397
+1,482
| +51% | +$125K | 0.01% | 699 |
|
|
2024
Q2 | $385K | Sell |
2,915
-5,838
| -67% | -$772K | 0.01% | 658 |
|
|
2024
Q1 | $1.37M | Buy |
8,753
+5,982
| +216% | +$933K | 0.06% | 315 |
|
|
2023
Q4 | $377K | Buy |
+2,771
| New | +$377K | 0.02% | 567 |
|