Congress Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,971
| Closed | -$335K | – | 603 |
|
|
2023
Q2 | $335K | Sell |
1,971
-51,734
| -96% | -$8.79M | 0.01% | 472 |
|
|
2023
Q1 | $11.3M | Buy |
53,705
+2,215
| +4% | +$466K | 0.27% | 111 |
|
|
2022
Q4 | $12.7M | Buy |
51,490
+542
| +1% | +$133K | 0.33% | 76 |
|
|
2022
Q3 | $12.2M | Buy |
50,948
+912
| +2% | +$219K | 0.33% | 74 |
|
|
2022
Q2 | $12.3M | Sell |
50,036
-649
| -1% | -$159K | 0.31% | 77 |
|
|
2022
Q1 | $11.3M | Sell |
50,685
-46,696
| -48% | -$10.4M | 0.25% | 107 |
|
|
2021
Q4 | $23M | Buy |
+97,381
| New | +$23M | 0.46% | 58 |
|