JFS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $372K | Sell |
3,232
-43
| -1% | -$4.89K | 0.02% | 261 |
|
|
2026
Q1 | $389K | Sell |
3,275
-477
| -13% | -$68K | 0.02% | 251 |
|
|
2025
Q4 | $498K | Sell |
3,752
-794
| -17% | -$88.6K | 0.03% | 229 |
|
|
2025
Q3 | $470K | Buy |
4,546
+16
| +0.4% | +$1.75K | 0.03% | 234 |
|
|
2025
Q2 | $518K | Buy |
4,530
+643
| +17% | +$63.8K | 0.03% | 206 |
|
|
2025
Q1 | $342K | Sell |
3,887
-1,395
| -26% | -$106K | 0.02% | 240 |
|
|
2024
Q4 | $400K | Buy |
5,282
+5,144
| +3,728% | +$405K | 0.03% | 216 |
|
|
2024
Q3 | $11.7K | Sell |
138
-99
| -42% | -$10.9K | ﹤0.01% | 804 |
|
|
2024
Q2 | $31.3K | Sell |
237
-127
| -35% | -$17.7K | ﹤0.01% | 502 |
|
|
2024
Q1 | $56.8K | Buy |
364
+94
| +35% | +$13.4K | ﹤0.01% | 406 |
|
|
2023
Q4 | $36.7K | Buy |
270
+70
| +35% | +$8.49K | ﹤0.01% | 464 |
|
|
2023
Q3 | $21.2K | Buy |
200
+56
| +39% | +$8.35K | ﹤0.01% | 535 |
|
|
2023
Q2 | $24.4K | Sell |
144
-60
| -29% | -$11.9K | ﹤0.01% | 494 |
|
|
2023
Q1 | $42.9K | Sell |
204
-76
| -27% | -$17.1K | ﹤0.01% | 391 |
|
|
2022
Q4 | $69K | Sell |
280
-8
| -3% | -$1.98K | 0.01% | 329 |
|
|
2022
Q3 | $69K | Sell |
288
-20
| -6% | -$4.93K | 0.01% | 328 |
|
|
2022
Q2 | $76K | Sell |
308
-3
| -1% | -$700 | 0.01% | 325 |
|
|
2022
Q1 | $69K | Buy |
311
+74
| +31% | +$15.7K | 0.01% | 356 |
|
|
2021
Q4 | $56K | Sell |
237
-29
| -11% | -$6.41K | 0.01% | 402 |
|
|
2021
Q3 | $56K | Buy |
+266
| New | +$60K | 0.01% | 402 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$8K | – | 595 |
|
|
2020
Q4 | $8K | Buy |
+36
| New | +$7.69K | ﹤0.01% | 432 |
|
|
2018
Q2 | – | Sell |
-64
| Closed | -$6K | – | 489 |
|
|
2018
Q1 | $6K | Hold |
64
| – | – | ﹤0.01% | 403 |
|
|
2017
Q4 | $6K | Buy |
+64
| New | +$5.5K | ﹤0.01% | 411 |
|
|
2016
Q2 | – | Sell |
-20
| Closed | -$2K | – | 526 |
|
|
2016
Q1 | $2K | Buy |
+20
| New | +$1.51K | ﹤0.01% | 514 |
|
Other funds holding DG
CNB
KL
P
ERIC
RP
SW
CAMG
WA
DAS