Corient Private Wealth’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 | $2.52M | Buy |
22,047
+5,594
| +34% | +$640K | ﹤0.01% | 1016 |
|
|
2025
Q1 | $1.45M | Sell |
16,453
-32,368
| -66% | -$2.85M | ﹤0.01% | 1108 |
|
|
2024
Q4 | $3.7M | Buy |
48,821
+95
| +0.2% | +$7.2K | 0.01% | 787 |
|
|
2024
Q3 | $4.12M | Sell |
48,726
-4,660
| -9% | -$394K | 0.01% | 788 |
|
|
2024
Q2 | $7.06M | Sell |
53,386
-2,798
| -5% | -$370K | 0.01% | 610 |
|
|
2024
Q1 | $8.77M | Buy |
56,184
+13
| +0% | +$2.03K | 0.02% | 563 |
|
|
2023
Q4 | $7.64M | Buy |
56,171
+41,635
| +286% | +$5.66M | 0.01% | 587 |
|
|
2023
Q3 | $1.54M | Sell |
14,536
-5,277
| -27% | -$558K | ﹤0.01% | 1014 |
|
|
2023
Q2 | $3.37M | Sell |
19,813
-3,734
| -16% | -$634K | 0.01% | 744 |
|
|
2023
Q1 | $4.96M | Buy |
23,547
+5,238
| +29% | +$1.1M | 0.01% | 598 |
|
|
2022
Q4 | $4.51M | Buy |
+18,309
| New | +$4.51M | 0.02% | 523 |
|