Creative Planning’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 | $8.34M | Buy |
72,913
+19,488
| +36% | +$2.23M | 0.01% | 570 |
|
|
2025
Q1 | $4.7M | Buy |
53,425
+1,103
| +2% | +$97K | ﹤0.01% | 736 |
|
|
2024
Q4 | $3.97M | Sell |
52,322
-91,728
| -64% | -$6.95M | ﹤0.01% | 753 |
|
|
2024
Q3 | $12.2M | Buy |
144,050
+86,176
| +149% | +$7.29M | 0.01% | 389 |
|
|
2024
Q2 | $7.65M | Sell |
57,874
-2,243
| -4% | -$297K | 0.01% | 493 |
|
|
2024
Q1 | $9.38M | Buy |
60,117
+12,307
| +26% | +$1.92M | 0.01% | 422 |
|
|
2023
Q4 | $6.5M | Sell |
47,810
-1,199
| -2% | -$163K | 0.01% | 500 |
|
|
2023
Q3 | $5.19M | Buy |
49,009
+13,899
| +40% | +$1.47M | 0.01% | 523 |
|
|
2023
Q2 | $5.96M | Buy |
35,110
+1,120
| +3% | +$190K | 0.01% | 472 |
|
|
2023
Q1 | $7.15M | Sell |
33,990
-2,274
| -6% | -$479K | 0.01% | 408 |
|
|
2022
Q4 | $8.93M | Buy |
36,264
+7,286
| +25% | +$1.79M | 0.01% | 351 |
|
|
2022
Q3 | $6.95M | Sell |
28,978
-230
| -0.8% | -$55.2K | 0.01% | 371 |
|
|
2022
Q2 | $7.17M | Buy |
29,208
+12,848
| +79% | +$3.15M | 0.01% | 377 |
|
|
2022
Q1 | $3.64M | Buy |
16,360
+7,054
| +76% | +$1.57M | 0.01% | 531 |
|
|
2021
Q4 | $2.2M | Buy |
9,306
+68
| +0.7% | +$16K | ﹤0.01% | 660 |
|
|
2021
Q3 | $1.96M | Sell |
9,238
-485
| -5% | -$103K | ﹤0.01% | 694 |
|
|
2021
Q2 | $2.1M | Sell |
9,723
-5,668
| -37% | -$1.23M | ﹤0.01% | 664 |
|
|
2021
Q1 | $3.12M | Sell |
15,391
-6,571
| -30% | -$1.33M | 0.01% | 540 |
|
|
2020
Q4 | $4.62M | Buy |
21,962
+6,044
| +38% | +$1.27M | 0.01% | 393 |
|
|
2020
Q3 | $3.34M | Sell |
15,918
-1,175
| -7% | -$246K | 0.01% | 400 |
|
|
2020
Q2 | $3.26M | Buy |
17,093
+7,638
| +81% | +$1.45M | 0.01% | 356 |
|
|
2020
Q1 | $1.43M | Sell |
9,455
-1,257
| -12% | -$190K | 0.01% | 528 |
|
|
2019
Q4 | $1.67M | Buy |
10,712
+1,447
| +16% | +$226K | 0.01% | 570 |
|
|
2019
Q3 | $1.47M | Buy |
9,265
+46
| +0.5% | +$7.31K | ﹤0.01% | 590 |
|
|
2019
Q2 | $1.25M | Buy |
9,219
+464
| +5% | +$62.7K | ﹤0.01% | 677 |
|
|
2019
Q1 | $1.04M | Buy |
8,755
+762
| +10% | +$90.9K | ﹤0.01% | 718 |
|
|
2018
Q4 | $864K | Buy |
7,993
+305
| +4% | +$33K | ﹤0.01% | 719 |
|
|
2018
Q3 | $840K | Buy |
7,688
+516
| +7% | +$56.4K | ﹤0.01% | 831 |
|
|
2018
Q2 | $707K | Sell |
7,172
-855
| -11% | -$84.3K | ﹤0.01% | 902 |
|
|
2018
Q1 | $751K | Buy |
8,027
+1,291
| +19% | +$121K | ﹤0.01% | 871 |
|
|
2017
Q4 | $627K | Buy |
6,736
+192
| +3% | +$17.9K | ﹤0.01% | 935 |
|
|
2017
Q3 | $530K | Sell |
6,544
-520
| -7% | -$42.1K | ﹤0.01% | 1020 |
|
|
2017
Q2 | $509K | Sell |
7,064
-104
| -1% | -$7.49K | ﹤0.01% | 993 |
|
|
2017
Q1 | $500K | Buy |
7,168
+1,043
| +17% | +$72.8K | ﹤0.01% | 985 |
|
|
2016
Q4 | $454K | Sell |
6,125
-2,094
| -25% | -$155K | ﹤0.01% | 960 |
|
|
2016
Q3 | $575K | Buy |
8,219
+4,744
| +137% | +$332K | ﹤0.01% | 820 |
|
|
2016
Q2 | $327K | Buy |
3,475
+1,390
| +67% | +$131K | ﹤0.01% | 985 |
|
|
2016
Q1 | $178K | Sell |
2,085
-1,195
| -36% | -$102K | ﹤0.01% | 1267 |
|
|
2015
Q4 | $236K | Buy |
3,280
+747
| +29% | +$53.7K | ﹤0.01% | 1102 |
|
|
2015
Q3 | $183K | Buy |
+2,533
| New | +$183K | ﹤0.01% | 1230 |
|
|
2015
Q2 | – | Sell |
-3,010
| Closed | -$227K | – | 1475 |
|
|
2015
Q1 | $227K | Sell |
3,010
-1,532
| -34% | -$116K | ﹤0.01% | 1117 |
|
|
2014
Q4 | $321K | Buy |
4,542
+1,262
| +38% | +$89.2K | ﹤0.01% | 900 |
|
|
2014
Q3 | $200K | Sell |
3,280
-304
| -8% | -$18.5K | ﹤0.01% | 1053 |
|
|
2014
Q2 | $206K | Buy |
3,584
+1,165
| +48% | +$67K | ﹤0.01% | 1014 |
|
|
2014
Q1 | $134K | Buy |
2,419
+57
| +2% | +$3.16K | ﹤0.01% | 1205 |
|
|
2013
Q4 | $142K | Buy |
2,362
+1,260
| +114% | +$75.7K | ﹤0.01% | 1011 |
|
|
2013
Q3 | $62K | Sell |
1,102
-2,401
| -69% | -$135K | ﹤0.01% | 1389 |
|
|
2013
Q2 | $177K | Buy |
+3,503
| New | +$177K | ﹤0.01% | 730 |
|