IAS
IMA Advisory Services’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229 | Buy |
+2
| New | +$229 | ﹤0.01% | 465 |
|
|
2023
Q2 | – | Sell |
-75
| Closed | -$15.8K | – | 297 |
|
|
2023
Q1 | $15.8K | Hold |
75
| – | – | ﹤0.01% | 227 |
|
|
2022
Q4 | $18.5K | Hold |
75
| – | – | ﹤0.01% | 225 |
|
|
2022
Q3 | $18K | Hold |
75
| – | – | ﹤0.01% | 225 |
|
|
2022
Q2 | $18K | Hold |
75
| – | – | ﹤0.01% | 230 |
|
|
2022
Q1 | $17K | Hold |
75
| – | – | ﹤0.01% | 217 |
|
|
2021
Q4 | $18K | Buy |
+75
| New | +$18K | ﹤0.01% | 226 |
|
|
2017
Q3 | – | Sell |
-4,242
| Closed | -$306K | – | 123 |
|
|
2017
Q2 | $306K | Sell |
4,242
-30,836
| -88% | -$2.22M | 0.15% | 118 |
|
|
2017
Q1 | $2.45M | Sell |
35,078
-2,371
| -6% | -$165K | 1.23% | 24 |
|
|
2016
Q4 | $2.77M | Buy |
+37,449
| New | +$2.77M | 1.71% | 16 |
|