Heritage Wealth Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.86K | Hold |
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|
2025
Q2 | $4.25K | Hold |
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|
2025
Q1 | $3.25K | Sell |
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|
2024
Q4 | $4.67K | Buy |
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|
2024
Q3 | $4.85K | Sell |
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|
2024
Q2 | $37.2K | Hold |
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|
2024
Q1 | $43.9K | Hold |
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|
2023
Q4 | $38.2K | Hold |
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|
2023
Q3 | $29.7K | Hold |
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|
2023
Q2 | $47.6K | Buy |
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|
2023
Q1 | $59K | Hold |
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|
2022
Q4 | $69K | Sell |
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|
2022
Q3 | $91.2K | Hold |
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|
2022
Q2 | $93K | Sell |
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|
2022
Q1 | $92K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $87.6K | Buy |
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|
2021
Q2 | $81.8K | Hold |
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|
2021
Q1 | $76.6K | Buy |
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|
2020
Q4 | $52K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $624 | Buy |
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