KPP Advisory Services’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,763
| Closed | -$209K | – | 296 |
|
|
2024
Q4 | $209K | Sell |
2,763
-188
| -6% | -$14.3K | 0.05% | 245 |
|
|
2024
Q3 | $250K | Sell |
2,951
-1,288
| -30% | -$109K | 0.06% | 218 |
|
|
2024
Q2 | $560K | Sell |
4,239
-16
| -0.4% | -$2.12K | 0.15% | 122 |
|
|
2024
Q1 | $664K | Buy |
4,255
+1,056
| +33% | +$165K | 0.18% | 106 |
|
|
2023
Q4 | $435K | Buy |
+3,199
| New | +$435K | 0.38% | 64 |
|