Demars Financial Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-4,200
| Closed | -$571K | – | 73 |
|
2023
Q4 | $571K | Sell |
4,200
-458
| -10% | -$62.3K | 0.31% | 34 |
|
2023
Q3 | $493K | Buy |
+4,658
| New | +$493K | 0.28% | 48 |
|
2023
Q2 | – | Sell |
-1,085
| Closed | -$228K | – | 73 |
|
2023
Q1 | $228K | Sell |
1,085
-6
| -0.5% | -$1.26K | 0.13% | 69 |
|
2022
Q4 | $269K | Sell |
1,091
-70
| -6% | -$17.2K | 0.15% | 61 |
|
2022
Q3 | $279K | Buy |
1,161
+18
| +2% | +$4.33K | 0.17% | 60 |
|
2022
Q2 | $280K | Sell |
1,143
-273
| -19% | -$66.9K | 0.16% | 68 |
|
2022
Q1 | $315K | Sell |
1,416
-25
| -2% | -$5.56K | 0.16% | 68 |
|
2021
Q4 | $340K | Sell |
1,441
-41
| -3% | -$9.67K | 0.18% | 69 |
|
2021
Q3 | $314K | Sell |
1,482
-16,039
| -92% | -$3.4M | 0.19% | 71 |
|
2021
Q2 | $3.79M | Buy |
17,521
+611
| +4% | +$132K | 2.28% | 16 |
|
2021
Q1 | $3.43M | Buy |
16,910
+1,994
| +13% | +$404K | 2.3% | 16 |
|
2020
Q4 | $3.14M | Buy |
14,916
+1,811
| +14% | +$381K | 2.22% | 17 |
|
2020
Q3 | $2.75M | Buy |
13,105
+96
| +0.7% | +$20.1K | 2.09% | 14 |
|
2020
Q2 | $2.48M | Buy |
13,009
+1,022
| +9% | +$195K | 2.06% | 16 |
|
2020
Q1 | $1.81M | Buy |
11,987
+119
| +1% | +$18K | 1.89% | 20 |
|
2019
Q4 | $1.85M | Buy |
+11,868
| New | +$1.85M | 1.67% | 26 |
|