Kingswood 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 | $246K | Buy |
+2,151
| New | +$246K | 0.02% | 631 |
|
|
2024
Q4 | – | Sell |
-2,524
| Closed | -$214K | – | 817 |
|
|
2024
Q3 | $214K | Sell |
2,524
-1,687
| -40% | -$143K | 0.02% | 652 |
|
|
2024
Q2 | $557K | Buy |
4,211
+585
| +16% | +$77.4K | 0.05% | 362 |
|
|
2024
Q1 | $566K | Sell |
3,626
-148
| -4% | -$23.1K | 0.07% | 317 |
|
|
2023
Q4 | $513K | Sell |
3,774
-1,077
| -22% | -$146K | 0.06% | 340 |
|
|
2023
Q3 | $513K | Buy |
+4,851
| New | +$513K | 0.09% | 241 |
|