Farther Finance Advisors’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 | $1.04M | Buy |
9,119
+5,827
| +177% | +$666K | 0.02% | 571 |
|
2025
Q1 | $288K | Buy |
3,292
+1,081
| +49% | +$94.7K | 0.01% | 1051 |
|
2024
Q4 | $168K | Sell |
2,211
-375
| -15% | -$28.4K | 0.01% | 1064 |
|
2024
Q3 | $219K | Sell |
2,586
-2,175
| -46% | -$184K | 0.01% | 958 |
|
2024
Q2 | $622K | Sell |
4,761
-1,114
| -19% | -$145K | 0.03% | 407 |
|
2024
Q1 | $924K | Sell |
5,875
-1,730
| -23% | -$272K | 0.06% | 269 |
|
2023
Q4 | $1.03M | Buy |
7,605
+6,173
| +431% | +$839K | 0.07% | 230 |
|
2023
Q3 | $152K | Buy |
1,432
+1,125
| +366% | +$119K | 0.02% | 439 |
|
2023
Q2 | $52.1K | Buy |
307
+53
| +21% | +$9K | 0.01% | 656 |
|
2023
Q1 | $53.5K | Buy |
254
+29
| +13% | +$6.1K | 0.02% | 585 |
|
2022
Q4 | $55.4K | Buy |
+225
| New | +$55.4K | 0.02% | 463 |
|