Everhart 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $988K | Buy |
8,634
+2,320
| +37% | +$265K | 0.11% | 119 |
|
|
2025
Q1 | $555K | Buy |
6,314
+2,040
| +48% | +$179K | 0.08% | 186 |
|
|
2024
Q4 | $324K | Buy |
+4,274
| New | +$324K | 0.07% | 249 |
|
|
2024
Q3 | – | Sell |
-1,879
| Closed | -$248K | – | 320 |
|
|
2024
Q2 | $248K | Buy |
1,879
+438
| +30% | +$57.9K | 0.06% | 251 |
|
|
2024
Q1 | $225K | Buy |
+1,441
| New | +$225K | 0.07% | 254 |
|
|
2023
Q1 | – | Sell |
-987
| Closed | -$243K | – | 205 |
|
|
2022
Q4 | $243K | Sell |
987
-351
| -26% | -$86.4K | 0.12% | 148 |
|
|
2022
Q3 | $321K | Buy |
1,338
+244
| +22% | +$58.5K | 0.18% | 115 |
|
|
2022
Q2 | $269K | Buy |
+1,094
| New | +$269K | 0.16% | 128 |
|