Heritage Wealth Advisors’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 | $4.25K | Hold |
37
| – | – | ﹤0.01% | 471 |
|
|
2025
Q1 | $3.25K | Sell |
37
-25
| -40% | -$2.19K | ﹤0.01% | 482 |
|
|
2024
Q4 | $4.67K | Buy |
62
+5
| +9% | +$377 | ﹤0.01% | 500 |
|
|
2024
Q3 | $4.85K | Sell |
57
-224
| -80% | -$19.1K | ﹤0.01% | 483 |
|
|
2024
Q2 | $37.2K | Hold |
281
| – | – | ﹤0.01% | 340 |
|
|
2024
Q1 | $43.9K | Hold |
281
| – | – | ﹤0.01% | 338 |
|
|
2023
Q4 | $38.2K | Hold |
281
| – | – | ﹤0.01% | 358 |
|
|
2023
Q3 | $29.7K | Hold |
281
| – | – | ﹤0.01% | 351 |
|
|
2023
Q2 | $47.6K | Buy |
281
+1
| +0.4% | +$170 | ﹤0.01% | 329 |
|
|
2023
Q1 | $59K | Hold |
280
| – | – | ﹤0.01% | 299 |
|
|
2022
Q4 | $69K | Sell |
280
-100
| -26% | -$24.7K | ﹤0.01% | 286 |
|
|
2022
Q3 | $91.2K | Hold |
380
| – | – | 0.01% | 258 |
|
|
2022
Q2 | $93K | Sell |
380
-33
| -8% | -$8.08K | 0.01% | 267 |
|
|
2022
Q1 | $92K | Hold |
413
| – | – | 0.01% | 260 |
|
|
2021
Q4 | $97K | Hold |
413
| – | – | 0.01% | 268 |
|
|
2021
Q3 | $87.6K | Buy |
413
+35
| +9% | +$7.43K | 0.01% | 265 |
|
|
2021
Q2 | $81.8K | Hold |
378
| – | – | 0.01% | 274 |
|
|
2021
Q1 | $76.6K | Buy |
378
+133
| +54% | +$26.9K | ﹤0.01% | 289 |
|
|
2020
Q4 | $52K | Buy |
+245
| New | +$52K | ﹤0.01% | 322 |
|
|
2020
Q1 | – | Sell |
-4
| Closed | -$624 | – | 473 |
|
|
2019
Q4 | $624 | Buy |
+4
| New | +$624 | ﹤0.01% | 695 |
|