Insigneo Advisory Services’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 | $262K | Buy |
+2,292
| New | +$262K | 0.02% | 488 |
|
2024
Q2 | – | Sell |
-1,310
| Closed | -$204K | – | 603 |
|
2024
Q1 | $204K | Sell |
1,310
-218
| -14% | -$34K | 0.02% | 456 |
|
2023
Q4 | $208K | Buy |
+1,528
| New | +$208K | 0.03% | 413 |
|
2023
Q3 | – | Sell |
-3,318
| Closed | -$563K | – | 392 |
|
2023
Q2 | $563K | Buy |
3,318
+1,770
| +114% | +$301K | 0.11% | 174 |
|
2023
Q1 | $326K | Sell |
1,548
-84
| -5% | -$17.7K | 0.1% | 195 |
|
2022
Q4 | $403K | Buy |
+1,632
| New | +$403K | 0.15% | 148 |
|