Key Financial Inc’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 | $32.6K | Sell |
285
-30
| -10% | -$3.43K | 0.01% | 580 |
|
|
2025
Q1 | $27.7K | Hold |
315
| – | – | 0.01% | 589 |
|
|
2024
Q4 | $23.9K | Hold |
315
| – | – | 0.01% | 615 |
|
|
2024
Q3 | $26.6K | Sell |
315
-370
| -54% | -$31.3K | 0.01% | 587 |
|
|
2024
Q2 | $90.6K | Hold |
685
| – | – | 0.02% | 353 |
|
|
2024
Q1 | $107K | Hold |
685
| – | – | 0.03% | 311 |
|
|
2023
Q4 | $93.1K | Sell |
685
-246
| -26% | -$33.4K | 0.03% | 324 |
|
|
2023
Q3 | $98.5K | Hold |
931
| – | – | 0.03% | 296 |
|
|
2023
Q2 | $158K | Hold |
931
| – | – | 0.05% | 232 |
|
|
2023
Q1 | $196K | Hold |
931
| – | – | 0.07% | 200 |
|
|
2022
Q4 | $223K | Hold |
931
| – | – | 0.11% | 150 |
|
|
2022
Q3 | $223K | Hold |
931
| – | – | 0.1% | 152 |
|
|
2022
Q2 | $229K | Hold |
931
| – | – | 0.12% | 134 |
|
|
2022
Q1 | $207K | Buy |
931
+246
| +36% | +$54.7K | 0.1% | 158 |
|
|
2021
Q4 | $162K | Hold |
685
| – | – | 0.08% | 170 |
|
|
2021
Q3 | $145K | Hold |
685
| – | – | 0.08% | 177 |
|
|
2021
Q2 | $159K | Buy |
685
+373
| +120% | +$86.6K | 0.09% | 176 |
|
|
2021
Q1 | $63K | Hold |
312
| – | – | 0.04% | 239 |
|
|
2020
Q4 | $66K | Buy |
+312
| New | +$66K | 0.05% | 219 |
|
|
2020
Q2 | – | Sell |
-425
| Closed | -$62K | – | 211 |
|
|
2020
Q1 | $62K | Buy |
+425
| New | +$62K | 0.06% | 197 |
|