IHT Wealth 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 | – | Sell |
-2,401
| Closed | -$211K | – | 1163 |
|
|
2025
Q1 | $211K | Sell |
2,401
-1,582
| -40% | -$139K | 0.01% | 1008 |
|
|
2024
Q4 | $302K | Buy |
+3,983
| New | +$302K | 0.01% | 851 |
|
|
2023
Q2 | – | Sell |
-1,921
| Closed | -$404K | – | 981 |
|
|
2023
Q1 | $404K | Sell |
1,921
-153
| -7% | -$32.2K | 0.02% | 582 |
|
|
2022
Q4 | $511K | Buy |
2,074
+283
| +16% | +$69.7K | 0.03% | 490 |
|
|
2022
Q3 | $430K | Buy |
+1,791
| New | +$430K | 0.03% | 499 |
|
|
2022
Q1 | – | Sell |
-1,034
| Closed | -$244K | – | 791 |
|
|
2021
Q4 | $244K | Buy |
+1,034
| New | +$244K | 0.02% | 686 |
|
|
2018
Q2 | – | Sell |
-11
| Closed | -$1K | – | 639 |
|
|
2018
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 1578 |
|
|
2017
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 1569 |
|
|
2017
Q3 | – | Sell |
-28
| Closed | – | – | 1461 |
|
|
2017
Q2 | $0 | Hold |
28
| – | – | ﹤0.01% | 1417 |
|
|
2017
Q1 | $2K | Sell |
28
-165
| -85% | -$11.8K | ﹤0.01% | 1069 |
|
|
2016
Q4 | $14K | Buy |
+193
| New | +$14K | 0.01% | 726 |
|