Independent Advisor Alliance’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 | $1.65M | Buy |
13,920
+3,475
| +33% | +$495K | 0.02% | 620 |
|
|
2025
Q4 | $1.39M | Buy |
10,445
+330
| +3% | +$36.8K | 0.03% | 380 |
|
|
2025
Q3 | $1.05M | Buy |
10,115
+6,358
| +169% | +$697K | 0.03% | 435 |
|
|
2025
Q2 | $430K | Sell |
3,757
-486
| -11% | -$48.2K | 0.01% | 630 |
|
|
2025
Q1 | $373K | Sell |
4,243
-126
| -3% | -$9.54K | 0.01% | 596 |
|
|
2024
Q4 | $331K | Buy |
4,369
+52
| +1% | +$4.1K | ﹤0.01% | 1096 |
|
|
2024
Q3 | $365K | Sell |
4,317
-55
| -1% | -$6.03K | 0.01% | 522 |
|
|
2024
Q2 | $578K | Buy |
4,372
+400
| +10% | +$55.9K | 0.02% | 432 |
|
|
2024
Q1 | $620K | Sell |
3,972
-566
| -12% | -$80.5K | 0.02% | 411 |
|
|
2023
Q4 | $617K | Sell |
4,538
-658
| -13% | -$79.8K | 0.02% | 397 |
|
|
2023
Q3 | $550K | Sell |
5,196
-565
| -10% | -$84.2K | 0.02% | 395 |
|
|
2023
Q2 | $978K | Sell |
5,761
-180
| -3% | -$35.6K | 0.04% | 308 |
|
|
2023
Q1 | $1.25M | Buy |
+5,941
| New | +$1.33M | 0.06% | 258 |
|
|
2022
Q4 | – | Sell |
-6,209
| Closed | -$1.49M | – | 473 |
|
|
2022
Q3 | $1.49M | Buy |
6,209
+7
| +0.1% | +$1.73K | 0.09% | 209 |
|
|
2022
Q2 | $1.52M | Buy |
6,202
+486
| +9% | +$113K | 0.09% | 197 |
|
|
2022
Q1 | $1.27M | Sell |
5,716
-85
| -1% | -$18.1K | 0.06% | 243 |
|
|
2021
Q4 | $1.37M | Sell |
5,801
-666
| -10% | -$147K | 0.07% | 229 |
|
|
2021
Q3 | $1.37M | Buy |
6,467
+469
| +8% | +$106K | 0.08% | 217 |
|
|
2021
Q2 | $1.3M | Buy |
5,998
+48
| +0.8% | +$10.1K | 0.07% | 226 |
|
|
2021
Q1 | $1.21M | Sell |
5,950
-4,085
| -41% | -$811K | 0.07% | 225 |
|
|
2020
Q4 | $2.11M | Sell |
10,035
-161
| -2% | -$34.4K | 0.14% | 131 |
|
|
2020
Q3 | $2.14M | Buy |
10,196
+5,019
| +97% | +$987K | 0.16% | 119 |
|
|
2020
Q2 | $986K | Buy |
5,177
+919
| +22% | +$166K | 0.11% | 158 |
|
|
2020
Q1 | $643K | Sell |
4,258
-6,336
| -60% | -$978K | 0.09% | 182 |
|
|
2019
Q4 | $1.65M | Buy |
10,594
+1,536
| +17% | +$244K | 0.07% | 268 |
|
|
2019
Q3 | $1.44M | Buy |
9,058
+533
| +6% | +$77.1K | 0.18% | 117 |
|
|
2019
Q2 | $1.15M | Buy |
8,525
+1,465
| +21% | +$185K | 0.17% | 127 |
|
|
2019
Q1 | $842K | Buy |
+7,060
| New | +$821K | 0.12% | 165 |
|
Other funds holding DG
VCM
VPM
