JFS Wealth Advisors’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 | $518K | Buy |
4,530
+643
| +17% | +$73.5K | 0.03% | 206 |
|
|
2025
Q1 | $342K | Sell |
3,887
-1,395
| -26% | -$123K | 0.02% | 240 |
|
|
2024
Q4 | $400K | Buy |
5,282
+5,144
| +3,728% | +$390K | 0.03% | 216 |
|
|
2024
Q3 | $11.7K | Sell |
138
-99
| -42% | -$8.37K | ﹤0.01% | 804 |
|
|
2024
Q2 | $31.3K | Sell |
237
-127
| -35% | -$16.8K | ﹤0.01% | 502 |
|
|
2024
Q1 | $56.8K | Buy |
364
+94
| +35% | +$14.7K | ﹤0.01% | 406 |
|
|
2023
Q4 | $36.7K | Buy |
270
+70
| +35% | +$9.52K | ﹤0.01% | 464 |
|
|
2023
Q3 | $21.2K | Buy |
200
+56
| +39% | +$5.93K | ﹤0.01% | 535 |
|
|
2023
Q2 | $24.4K | Sell |
144
-60
| -29% | -$10.2K | ﹤0.01% | 494 |
|
|
2023
Q1 | $42.9K | Sell |
204
-76
| -27% | -$16K | ﹤0.01% | 391 |
|
|
2022
Q4 | $69K | Sell |
280
-8
| -3% | -$1.97K | 0.01% | 329 |
|
|
2022
Q3 | $69K | Sell |
288
-20
| -6% | -$4.79K | 0.01% | 328 |
|
|
2022
Q2 | $76K | Sell |
308
-3
| -1% | -$740 | 0.01% | 325 |
|
|
2022
Q1 | $69K | Buy |
311
+74
| +31% | +$16.4K | 0.01% | 356 |
|
|
2021
Q4 | $56K | Sell |
237
-29
| -11% | -$6.85K | 0.01% | 402 |
|
|
2021
Q3 | $56K | Buy |
+266
| New | +$56K | 0.01% | 402 |
|
|
2021
Q1 | – | Sell |
-36
| Closed | -$8K | – | 593 |
|
|
2020
Q4 | $8K | Buy |
+36
| New | +$8K | ﹤0.01% | 431 |
|
|
2018
Q2 | – | Sell |
-64
| Closed | -$6K | – | 489 |
|
|
2018
Q1 | $6K | Hold |
64
| – | – | ﹤0.01% | 403 |
|
|
2017
Q4 | $6K | Buy |
+64
| New | +$6K | ﹤0.01% | 411 |
|
|
2016
Q2 | – | Sell |
-20
| Closed | -$2K | – | 526 |
|
|
2016
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 514 |
|