Crewe Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.4K | Hold |
45
| – | – | ﹤0.01% | 766 |
|
|
2025
Q4 | $6.03K | Sell |
45
-200
| -82% | -$22.3K | ﹤0.01% | 699 |
|
|
2025
Q3 | $25.3K | Buy |
245
+3
| +1% | +$329 | ﹤0.01% | 458 |
|
|
2025
Q2 | $27.7K | Sell |
242
-10
| -4% | -$993 | ﹤0.01% | 331 |
|
|
2025
Q1 | $22.2K | Buy |
252
+31
| +14% | +$2.35K | ﹤0.01% | 338 |
|
|
2024
Q4 | $16.8K | Sell |
221
-230
| -51% | -$18.1K | ﹤0.01% | 374 |
|
|
2024
Q3 | $38.1K | Buy |
451
+4
| +0.9% | +$438 | ﹤0.01% | 326 |
|
|
2024
Q2 | $59.1K | Buy |
447
+190
| +74% | +$26.5K | 0.01% | 350 |
|
|
2024
Q1 | $40.1K | Buy |
+257
| New | +$36.5K | ﹤0.01% | 394 |
|
|
2023
Q4 | – | Sell |
-104
| Closed | -$11K | – | 490 |
|
|
2023
Q3 | $11K | Buy |
104
+100
| +2,500% | +$14.9K | ﹤0.01% | 241 |
|
|
2023
Q2 | $680 | Sell |
4
-52
| -93% | -$10.3K | ﹤0.01% | 610 |
|
|
2023
Q1 | $11.8K | Sell |
56
-34
| -38% | -$7.63K | ﹤0.01% | 518 |
|
|
2022
Q4 | $22.2K | Sell |
90
-55
| -38% | -$13.6K | ﹤0.01% | 403 |
|
|
2022
Q3 | $35K | Buy |
145
+56
| +63% | +$13.8K | 0.01% | 359 |
|
|
2022
Q2 | $22K | Buy |
+89
| New | +$20.8K | ﹤0.01% | 401 |
|
|
2021
Q4 | – | Sell |
-23
| Closed | -$5K | – | 414 |
|
|
2021
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 299 |
|
|
2021
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 329 |
|
|
2021
Q1 | $5K | Hold |
23
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $5K | Sell |
23
-24
| -51% | -$5.13K | ﹤0.01% | 352 |
|
|
2020
Q3 | $10K | Buy |
+47
| New | +$9.24K | ﹤0.01% | 245 |
|
Other funds holding DG
VCM
VPM
