JNBA Financial 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 | $11K | Hold |
96
| – | – | ﹤0.01% | 453 |
|
|
2025
Q1 | $8.49K | Hold |
96
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $7.32K | Sell |
96
-13
| -12% | -$991 | ﹤0.01% | 486 |
|
|
2024
Q3 | $9.26K | Buy |
109
+13
| +14% | +$1.1K | ﹤0.01% | 466 |
|
|
2024
Q2 | $12.8K | Hold |
96
| – | – | ﹤0.01% | 432 |
|
|
2024
Q1 | $15.1K | Hold |
96
| – | – | ﹤0.01% | 421 |
|
|
2023
Q4 | $13.1K | Hold |
96
| – | – | ﹤0.01% | 438 |
|
|
2023
Q3 | $10.2K | Hold |
96
| – | – | ﹤0.01% | 465 |
|
|
2023
Q2 | $16.4K | Hold |
96
| – | – | ﹤0.01% | 413 |
|
|
2023
Q1 | $20.3K | Hold |
96
| – | – | ﹤0.01% | 387 |
|
|
2022
Q4 | $23.8K | Hold |
96
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $23K | Hold |
96
| – | – | ﹤0.01% | 356 |
|
|
2022
Q2 | $24K | Hold |
96
| – | – | ﹤0.01% | 372 |
|
|
2022
Q1 | $21K | Hold |
96
| – | – | ﹤0.01% | 396 |
|
|
2021
Q4 | $23K | Hold |
96
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $20K | Hold |
96
| – | – | ﹤0.01% | 414 |
|
|
2021
Q2 | $21K | Hold |
96
| – | – | ﹤0.01% | 395 |
|
|
2021
Q1 | $19K | Hold |
96
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $20K | Buy |
96
+1
| +1% | +$208 | ﹤0.01% | 364 |
|
|
2020
Q3 | $20K | Hold |
95
| – | – | ﹤0.01% | 340 |
|
|
2020
Q2 | $18K | Hold |
95
| – | – | ﹤0.01% | 338 |
|
|
2020
Q1 | $14K | Sell |
95
-56
| -37% | -$8.25K | ﹤0.01% | 349 |
|
|
2019
Q4 | $24K | Buy |
151
+29
| +24% | +$4.61K | ﹤0.01% | 328 |
|
|
2019
Q3 | $19K | Sell |
122
-72
| -37% | -$11.2K | ﹤0.01% | 338 |
|
|
2019
Q2 | $26K | Buy |
194
+100
| +106% | +$13.4K | 0.01% | 307 |
|
|
2019
Q1 | $11K | Hold |
94
| – | – | ﹤0.01% | 393 |
|
|
2018
Q4 | $10K | Buy |
+94
| New | +$10K | ﹤0.01% | 376 |
|
|
2018
Q3 | – | Sell |
-93
| Closed | -$9K | – | 540 |
|
|
2018
Q2 | $9K | Hold |
93
| – | – | ﹤0.01% | 404 |
|
|
2018
Q1 | $9K | Hold |
93
| – | – | ﹤0.01% | 384 |
|
|
2017
Q4 | $9K | Hold |
93
| – | – | ﹤0.01% | 375 |
|
|
2017
Q3 | $8K | Buy |
93
+1
| +1% | +$86 | ﹤0.01% | 377 |
|
|
2017
Q2 | $7K | Hold |
92
| – | – | ﹤0.01% | 371 |
|
|
2017
Q1 | $6K | Buy |
+92
| New | +$6K | ﹤0.01% | 386 |
|
|
2016
Q4 | – | Sell |
-378
| Closed | -$26K | – | 694 |
|
|
2016
Q3 | $26K | Buy |
+378
| New | +$26K | ﹤0.01% | 723 |
|