IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $755K | Sell |
6,361
-1,439
| -18% | -$205K | 0.02% | 798 |
|
|
2025
Q4 | $1.04M | Buy |
7,800
+2,997
| +62% | +$334K | 0.02% | 646 |
|
|
2025
Q3 | $496K | Buy |
4,803
+356
| +8% | +$39K | 0.01% | 865 |
|
|
2025
Q2 | $509K | Sell |
4,447
-1,175
| -21% | -$117K | 0.01% | 831 |
|
|
2025
Q1 | $494K | Buy |
5,622
+84
| +2% | +$6.36K | 0.02% | 774 |
|
|
2024
Q4 | $420K | Buy |
5,538
+1,359
| +33% | +$107K | 0.01% | 805 |
|
|
2024
Q3 | $353K | Sell |
4,179
-2,194
| -34% | -$241K | 0.01% | 830 |
|
|
2024
Q2 | $843K | Sell |
6,373
-63
| -1% | -$8.8K | 0.03% | 490 |
|
|
2024
Q1 | $1M | Sell |
6,436
-7,829
| -55% | -$1.11M | 0.04% | 412 |
|
|
2023
Q4 | $1.94M | Buy |
14,265
+7,992
| +127% | +$969K | 0.09% | 241 |
|
|
2023
Q3 | $664K | Sell |
6,273
-3,686
| -37% | -$549K | 0.03% | 504 |
|
|
2023
Q2 | $1.69M | Sell |
9,959
-4,811
| -33% | -$951K | 0.07% | 292 |
|
|
2023
Q1 | $1.32M | Sell |
14,770
-1,258
| -8% | -$282K | 0.06% | 317 |
|
|
2022
Q4 | $1.49M | Sell |
16,028
-7,766
| -33% | -$1.92M | 0.04% | 464 |
|
|
2022
Q3 | $2.3M | Buy |
23,794
+2,052
| +9% | +$506K | 0.06% | 347 |
|
|
2022
Q2 | $2.1M | Hold |
21,742
| – | – | 0.07% | 330 |
|
|
2022
Q1 | $2.1M | Buy |
21,742
+8,965
| +70% | +$1.9M | 0.07% | 330 |
|
|
2021
Q4 | $3.01M | Buy |
12,777
+255
| +2% | +$56.3K | 0.06% | 189 |
|
|
2021
Q3 | $2.66M | Sell |
12,522
-812
| -6% | -$183K | 0.05% | 206 |
|
|
2021
Q2 | $2.9M | Buy |
13,334
+992
| +8% | +$208K | 0.06% | 186 |
|
|
2021
Q1 | $2.5M | Buy |
12,342
+2,078
| +20% | +$413K | 0.05% | 193 |
|
|
2020
Q4 | $2.16M | Buy |
10,264
+774
| +8% | +$165K | 0.09% | 198 |
|
|
2020
Q3 | $1.99M | Buy |
9,490
+379
| +4% | +$74.5K | 0.12% | 170 |
|
|
2020
Q2 | $1.73M | Sell |
9,111
-1,874
| -17% | -$339K | 0.14% | 161 |
|
|
2020
Q1 | $1.55M | Buy |
10,985
+632
| +6% | +$97.6K | 0.16% | 147 |
|
|
2019
Q4 | $1.63M | Buy |
10,353
+6,133
| +145% | +$973K | 0.12% | 197 |
|
|
2019
Q3 | $679K | Buy |
+4,220
| New | +$610K | 0.05% | 405 |
|
|
2019
Q1 | $155K | Sell |
1,302
-6,686
| -84% | -$778K | 0.02% | 539 |
|
|
2018
Q4 | $855K | Buy |
7,988
+423
| +6% | +$45.8K | 0.05% | 384 |
|
|
2018
Q3 | $827K | Buy |
7,565
+3,606
| +91% | +$375K | 0.03% | 488 |
|
|
2018
Q2 | $390K | Buy |
3,959
+1,762
| +80% | +$169K | 0.02% | 765 |
|
|
2018
Q1 | $204K | Hold |
2,197
| – | – | 0.01% | 982 |
|
|
2017
Q4 | $204K | Sell |
2,197
-1,463
| -40% | -$126K | 0.01% | 985 |
|
|
2017
Q3 | $297K | Sell |
3,660
-479
| -12% | -$35.9K | 0.01% | 926 |
|
|
2017
Q2 | $298K | Buy |
4,139
+303
| +8% | +$21.8K | 0.01% | 903 |
|
|
2017
Q1 | $267K | Sell |
3,836
-1,284
| -25% | -$94K | 0.01% | 965 |
|
|
2016
Q4 | $379K | Sell |
5,120
-24
| -0.5% | -$1.75K | 0.02% | 749 |
|
|
2016
Q3 | $360K | Buy |
5,144
+1,585
| +45% | +$134K | 0.02% | 717 |
|
|
2016
Q2 | $335K | Buy |
3,559
+2,257
| +173% | +$195K | 0.02% | 729 |
|
|
2016
Q1 | $155K | Sell |
1,302
-1,805
| -58% | -$137K | 0.02% | 539 |
|
|
2015
Q4 | $223K | Buy |
+3,107
| New | +$211K | 0.02% | 788 |
|
Other funds holding DG
VCM
VPM
