Gradient Investments’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
+12,001
| New | +$1.37M | 0.03% | 213 |
|
|
2024
Q3 | – | Sell |
-88
| Closed | -$11.6K | – | 542 |
|
|
2024
Q2 | $11.6K | Buy |
88
+80
| +1,000% | +$10.5K | ﹤0.01% | 718 |
|
|
2024
Q1 | $1.25K | Sell |
8
-106
| -93% | -$16.5K | ﹤0.01% | 880 |
|
|
2023
Q4 | $15.5K | Hold |
114
| – | – | ﹤0.01% | 750 |
|
|
2023
Q3 | $12.1K | Sell |
114
-8
| -7% | -$846 | ﹤0.01% | 775 |
|
|
2023
Q2 | $20.7K | Buy |
122
+22
| +22% | +$3.74K | ﹤0.01% | 687 |
|
|
2023
Q1 | $21K | Sell |
100
-4
| -4% | -$842 | ﹤0.01% | 671 |
|
|
2022
Q4 | $25.6K | Buy |
104
+4
| +4% | +$985 | ﹤0.01% | 642 |
|
|
2022
Q3 | $24K | Sell |
100
-32
| -24% | -$7.68K | ﹤0.01% | 627 |
|
|
2022
Q2 | $32K | Buy |
132
+32
| +32% | +$7.76K | ﹤0.01% | 554 |
|
|
2022
Q1 | $22K | Hold |
100
| – | – | ﹤0.01% | 623 |
|
|
2021
Q4 | $24K | Sell |
100
-203
| -67% | -$48.7K | ﹤0.01% | 617 |
|
|
2021
Q3 | $64K | Sell |
303
-18
| -6% | -$3.8K | ﹤0.01% | 449 |
|
|
2021
Q2 | $69K | Sell |
321
-26,217
| -99% | -$5.64M | ﹤0.01% | 426 |
|
|
2021
Q1 | $5.38M | Buy |
26,538
+4,231
| +19% | +$857K | 0.17% | 129 |
|
|
2020
Q4 | $4.68M | Sell |
22,307
-185
| -0.8% | -$38.8K | 0.2% | 110 |
|
|
2020
Q3 | $4.72M | Buy |
22,492
+3,964
| +21% | +$831K | 0.2% | 110 |
|
|
2020
Q2 | $3.53M | Buy |
18,528
+219
| +1% | +$41.7K | 0.16% | 119 |
|
|
2020
Q1 | $2.77M | Buy |
18,309
+3,426
| +23% | +$517K | 0.15% | 115 |
|
|
2019
Q4 | $2.32M | Buy |
14,883
+886
| +6% | +$138K | 0.1% | 122 |
|
|
2019
Q3 | $2.23M | Buy |
13,997
+4,488
| +47% | +$713K | 0.11% | 123 |
|
|
2019
Q2 | $1.29M | Buy |
9,509
+7,292
| +329% | +$985K | 0.07% | 167 |
|
|
2019
Q1 | $264K | Buy |
2,217
+2,141
| +2,817% | +$255K | 0.02% | 231 |
|
|
2018
Q4 | $8K | Buy |
76
+63
| +485% | +$6.63K | ﹤0.01% | 621 |
|
|
2018
Q3 | $1K | Hold |
13
| – | – | ﹤0.01% | 893 |
|
|
2018
Q2 | $1K | Sell |
13
-3
| -19% | -$231 | ﹤0.01% | 885 |
|
|
2018
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 889 |
|
|
2017
Q4 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 882 |
|