Jamison Private 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 | $558K | Buy |
4,875
+255
| +6% | +$29.2K | 0.08% | 139 |
|
|
2025
Q1 | $406K | Buy |
4,620
+1,804
| +64% | +$159K | 0.06% | 156 |
|
|
2024
Q4 | $214K | Buy |
2,816
+1,174
| +71% | +$89K | 0.03% | 195 |
|
|
2024
Q3 | $139K | Buy |
1,642
+1,022
| +165% | +$86.4K | 0.02% | 210 |
|
|
2024
Q2 | $82K | Buy |
620
+452
| +269% | +$59.8K | 0.01% | 224 |
|
|
2024
Q1 | $26.2K | Buy |
168
+94
| +127% | +$14.6K | ﹤0.01% | 284 |
|
|
2023
Q4 | $10K | Buy |
74
+1
| +1% | +$135 | ﹤0.01% | 304 |
|
|
2023
Q3 | $7.77K | Buy |
+73
| New | +$7.77K | ﹤0.01% | 308 |
|