IFP 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
$509K Sell
4,447
-1,175
-21% -$135K 0.01% 831
2025
Q1
$494K Buy
5,622
+84
+2% +$7.39K 0.02% 774
2024
Q4
$420K Buy
5,538
+1,359
+33% +$103K 0.01% 805
2024
Q3
$353K Sell
4,179
-2,194
-34% -$186K 0.01% 830
2024
Q2
$843K Sell
6,373
-63
-1% -$8.33K 0.03% 490
2024
Q1
$1M Sell
6,436
-7,829
-55% -$1.22M 0.04% 412
2023
Q4
$1.94M Buy
14,265
+7,992
+127% +$1.09M 0.09% 241
2023
Q3
$664K Sell
6,273
-3,686
-37% -$390K 0.03% 504
2023
Q2
$1.69M Sell
9,959
-4,811
-33% -$817K 0.07% 292
2023
Q1
$1.32M Sell
14,770
-1,258
-8% -$112K 0.06% 317
2022
Q4
$1.49M Sell
16,028
-7,766
-33% -$721K 0.04% 464
2022
Q3
$2.3M Buy
23,794
+2,052
+9% +$198K 0.06% 347
2022
Q2
$2.11M Hold
21,742
0.07% 330
2022
Q1
$2.11M Buy
21,742
+8,965
+70% +$868K 0.07% 330
2021
Q4
$3.01M Buy
12,777
+255
+2% +$60.1K 0.06% 187
2021
Q3
$2.66M Sell
12,522
-812
-6% -$173K 0.05% 198
2021
Q2
$2.9M Buy
13,334
+992
+8% +$216K 0.06% 186
2021
Q1
$2.5M Buy
12,342
+2,078
+20% +$420K 0.05% 193
2020
Q4
$2.16M Buy
10,264
+774
+8% +$163K 0.09% 198
2020
Q3
$1.99M Buy
9,490
+379
+4% +$79.3K 0.12% 170
2020
Q2
$1.73M Sell
9,111
-1,874
-17% -$356K 0.14% 161
2020
Q1
$1.55M Buy
10,985
+632
+6% +$89.1K 0.16% 147
2019
Q4
$1.63M Buy
10,353
+6,133
+145% +$967K 0.12% 197
2019
Q3
$679K Buy
+4,220
New +$679K 0.05% 405
2019
Q1
$155K Sell
1,302
-6,686
-84% -$796K 0.02% 539
2018
Q4
$855K Buy
7,988
+423
+6% +$45.3K 0.05% 384
2018
Q3
$827K Buy
7,565
+3,606
+91% +$394K 0.03% 488
2018
Q2
$390K Buy
3,959
+1,762
+80% +$174K 0.02% 763
2018
Q1
$204K Hold
2,197
0.01% 982
2017
Q4
$204K Sell
2,197
-1,463
-40% -$136K 0.01% 981
2017
Q3
$297K Sell
3,660
-479
-12% -$38.9K 0.01% 923
2017
Q2
$298K Buy
4,139
+303
+8% +$21.8K 0.01% 901
2017
Q1
$267K Sell
3,836
-1,284
-25% -$89.4K 0.01% 963
2016
Q4
$379K Sell
5,120
-24
-0.5% -$1.78K 0.02% 748
2016
Q3
$360K Buy
5,144
+1,585
+45% +$111K 0.02% 715
2016
Q2
$335K Buy
3,559
+2,257
+173% +$212K 0.02% 729
2016
Q1
$155K Sell
1,302
-1,805
-58% -$215K 0.02% 539
2015
Q4
$223K Buy
+3,107
New +$223K 0.02% 786