GeoWealth 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 | $985K | Buy |
8,611
+8,009
| +1,330% | +$916K | 0.04% | 259 |
|
|
2025
Q1 | $52.9K | Sell |
602
-118
| -16% | -$10.4K | ﹤0.01% | 884 |
|
|
2024
Q4 | $54.6K | Sell |
720
-310
| -30% | -$23.5K | ﹤0.01% | 1139 |
|
|
2024
Q3 | $87.1K | Buy |
+1,030
| New | +$87.1K | ﹤0.01% | 922 |
|
|
2024
Q2 | – | Sell |
-9,217
| Closed | -$1.44M | – | 876 |
|
|
2024
Q1 | $1.44M | Buy |
9,217
+4,541
| +97% | +$709K | 0.06% | 230 |
|
|
2023
Q4 | $636K | Buy |
+4,676
| New | +$636K | 0.05% | 287 |
|
|
2021
Q2 | – | Sell |
-1,739
| Closed | -$353K | – | 272 |
|
|
2021
Q1 | $353K | Sell |
1,739
-28
| -2% | -$5.68K | 0.06% | 155 |
|
|
2020
Q4 | $373K | Buy |
+1,767
| New | +$373K | 0.06% | 161 |
|