J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $409K | Sell |
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|
2025
Q2 | $461K | Buy |
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|
2025
Q1 | $286K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $855K | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $971K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $407K | Sell |
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|
2022
Q3 | $397K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $403K | Sell |
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|
2021
Q4 | $567K | Sell |
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|
2021
Q3 | $548K | Sell |
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|
2021
Q2 | $622K | Buy |
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|
2021
Q1 | $572K | Buy |
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|
2020
Q4 | $408K | Sell |
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|
2020
Q3 | $890K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $894K | Buy |
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