EWA
EverSource Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Buy |
3,894
+1,698
| +77% | +$194K | 0.02% | 500 |
|
|
2025
Q1 | $193K | Buy |
2,196
+230
| +12% | +$20.2K | 0.01% | 672 |
|
|
2024
Q4 | $149K | Sell |
1,966
-227
| -10% | -$17.2K | 0.01% | 768 |
|
|
2024
Q3 | $185K | Sell |
2,193
-791
| -27% | -$66.9K | 0.01% | 584 |
|
|
2024
Q2 | $359K | Sell |
2,984
-628
| -17% | -$75.6K | 0.02% | 385 |
|
|
2024
Q1 | $503K | Sell |
3,612
-156
| -4% | -$21.7K | 0.04% | 269 |
|
|
2023
Q4 | $512K | Buy |
3,768
+147
| +4% | +$20K | 0.05% | 243 |
|
|
2023
Q3 | $383K | Sell |
3,621
-38,208
| -91% | -$4.04M | 0.04% | 259 |
|
|
2023
Q2 | $7.1M | Buy |
41,829
+6,737
| +19% | +$1.14M | 0.78% | 26 |
|
|
2023
Q1 | $7.39M | Buy |
35,092
+5,945
| +20% | +$1.25M | 0.92% | 24 |
|
|
2022
Q4 | $7.18M | Buy |
29,147
+26,896
| +1,195% | +$6.62M | 1.09% | 17 |
|
|
2022
Q3 | $540K | Sell |
2,251
-390
| -15% | -$93.6K | 0.12% | 163 |
|
|
2022
Q2 | $647K | Buy |
2,641
+150
| +6% | +$36.7K | 0.17% | 115 |
|
|
2022
Q1 | $555K | Buy |
2,491
+596
| +31% | +$133K | 0.14% | 136 |
|
|
2021
Q4 | $446K | Buy |
+1,895
| New | +$446K | 0.12% | 129 |
|