Helios Capital 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 | $366K | Hold |
3,200
| – | – | 0.28% | 34 |
|
|
2025
Q1 | $281K | Hold |
3,200
| – | – | 0.49% | 25 |
|
|
2024
Q4 | $243K | Hold |
3,200
| – | – | 0.14% | 46 |
|
|
2024
Q3 | $271K | Hold |
3,200
| – | – | 0.17% | 50 |
|
|
2024
Q2 | $423K | Hold |
3,200
| – | – | 0.28% | 46 |
|
|
2024
Q1 | $499K | Hold |
3,200
| – | – | 0.35% | 43 |
|
|
2023
Q4 | $435K | Buy |
+3,200
| New | +$435K | 0.34% | 43 |
|
|
2022
Q1 | – | Sell |
-4,800
| Closed | -$1.13M | – | 40 |
|
|
2021
Q4 | $1.13M | Buy |
+4,800
| New | +$1.13M | 1.03% | 36 |
|