CreativeOne 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 | $1M | Buy |
8,772
+1,528
| +21% | +$175K | 0.03% | 534 |
|
|
2025
Q1 | $637K | Buy |
7,244
+1,440
| +25% | +$127K | 0.02% | 614 |
|
|
2024
Q4 | $440K | Sell |
5,804
-211
| -4% | -$16K | 0.01% | 736 |
|
|
2024
Q3 | $509K | Buy |
6,015
+789
| +15% | +$66.7K | 0.02% | 626 |
|
|
2024
Q2 | $691K | Buy |
5,226
+2,331
| +81% | +$308K | 0.04% | 407 |
|
|
2024
Q1 | $452K | Buy |
2,895
+444
| +18% | +$69.3K | 0.02% | 592 |
|
|
2023
Q4 | $333K | Buy |
+2,451
| New | +$333K | 0.02% | 469 |
|
|
2023
Q3 | – | Sell |
-9,395
| Closed | -$1.6M | – | 644 |
|
|
2023
Q2 | $1.6M | Buy |
9,395
+2,233
| +31% | +$379K | 0.07% | 249 |
|
|
2023
Q1 | $1.51M | Buy |
7,162
+96
| +1% | +$20.2K | 0.07% | 241 |
|
|
2022
Q4 | $1.74M | Sell |
7,066
-969
| -12% | -$239K | 0.1% | 194 |
|
|
2022
Q3 | $1.93M | Buy |
8,035
+242
| +3% | +$58.1K | 0.12% | 157 |
|
|
2022
Q2 | $1.91M | Buy |
7,793
+370
| +5% | +$90.8K | 0.1% | 156 |
|
|
2022
Q1 | $1.65M | Buy |
7,423
+1,009
| +16% | +$225K | 0.09% | 195 |
|
|
2021
Q4 | $1.51M | Buy |
6,414
+662
| +12% | +$156K | 0.07% | 223 |
|
|
2021
Q3 | $1.23M | Buy |
5,752
+642
| +13% | +$137K | 0.07% | 235 |
|
|
2021
Q2 | $1.11M | Buy |
5,110
+1,002
| +24% | +$217K | 0.07% | 236 |
|
|
2021
Q1 | $833K | Buy |
4,108
+357
| +10% | +$72.4K | 0.06% | 232 |
|
|
2020
Q4 | $789K | Buy |
3,751
+740
| +25% | +$156K | 0.07% | 217 |
|
|
2020
Q3 | $631K | Buy |
3,011
+376
| +14% | +$78.8K | 0.09% | 144 |
|
|
2020
Q2 | $502K | Buy |
+2,635
| New | +$502K | 0.08% | 147 |
|