HB Wealth 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 | $763K | Buy |
6,667
+393
| +6% | +$45K | 0.01% | 595 |
|
|
2025
Q1 | $552K | Buy |
6,274
+1,249
| +25% | +$110K | ﹤0.01% | 713 |
|
|
2024
Q4 | $381K | Sell |
5,025
-91
| -2% | -$6.9K | ﹤0.01% | 714 |
|
|
2024
Q3 | $433K | Sell |
5,116
-4,555
| -47% | -$385K | ﹤0.01% | 631 |
|
|
2024
Q2 | $1.28M | Buy |
9,671
+223
| +2% | +$29.5K | 0.01% | 319 |
|
|
2024
Q1 | $1.47M | Buy |
9,448
+2,980
| +46% | +$465K | 0.02% | 294 |
|
|
2023
Q4 | $879K | Buy |
6,468
+1,984
| +44% | +$270K | 0.01% | 338 |
|
|
2023
Q3 | $474K | Sell |
4,484
-1,089
| -20% | -$115K | 0.01% | 444 |
|
|
2023
Q2 | $946K | Sell |
5,573
-16
| -0.3% | -$2.72K | 0.02% | 296 |
|
|
2023
Q1 | $1.18M | Sell |
5,589
-158
| -3% | -$33.3K | 0.02% | 264 |
|
|
2022
Q4 | $1.42M | Buy |
5,747
+1,156
| +25% | +$285K | 0.03% | 237 |
|
|
2022
Q3 | $1.1M | Sell |
4,591
-455
| -9% | -$109K | 0.02% | 242 |
|
|
2022
Q2 | $1.24M | Buy |
5,046
+375
| +8% | +$92K | 0.03% | 228 |
|
|
2022
Q1 | $1.04M | Buy |
4,671
+803
| +21% | +$179K | 0.02% | 266 |
|
|
2021
Q4 | $912K | Buy |
+3,868
| New | +$912K | 0.02% | 248 |
|