Forum Financial Management’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 | $330K | Buy |
+2,888
| New | +$330K | 0.01% | 621 |
|
|
2025
Q1 | – | Sell |
-3,231
| Closed | -$245K | – | 878 |
|
|
2024
Q4 | $245K | Buy |
+3,231
| New | +$245K | ﹤0.01% | 741 |
|
|
2024
Q3 | – | Sell |
-1,742
| Closed | -$230K | – | 770 |
|
|
2024
Q2 | $230K | Sell |
1,742
-8
| -0.5% | -$1.06K | ﹤0.01% | 601 |
|
|
2024
Q1 | $273K | Sell |
1,750
-91
| -5% | -$14.2K | ﹤0.01% | 537 |
|
|
2023
Q4 | $250K | Buy |
+1,841
| New | +$250K | ﹤0.01% | 538 |
|
|
2023
Q2 | – | Sell |
-996
| Closed | -$210K | – | 666 |
|
|
2023
Q1 | $210K | Buy |
996
+8
| +0.8% | +$1.68K | 0.01% | 546 |
|
|
2022
Q4 | $243K | Sell |
988
-19
| -2% | -$4.68K | 0.01% | 467 |
|
|
2022
Q3 | $242K | Hold |
1,007
| – | – | 0.01% | 425 |
|
|
2022
Q2 | $247K | Sell |
1,007
-193
| -16% | -$47.3K | 0.01% | 431 |
|
|
2022
Q1 | $267K | Buy |
1,200
+90
| +8% | +$20K | 0.01% | 452 |
|
|
2021
Q4 | $262K | Buy |
+1,110
| New | +$262K | 0.01% | 478 |
|