Lake Street Advisors Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,417
| Closed | -$320K | – | 651 |
|
|
2024
Q2 | $320K | Sell |
2,417
-5,715
| -70% | -$756K | 0.02% | 430 |
|
|
2024
Q1 | $1.27M | Buy |
8,132
+1,444
| +22% | +$225K | 0.06% | 191 |
|
|
2023
Q4 | $909K | Buy |
+6,688
| New | +$909K | 0.05% | 233 |
|
|
2021
Q3 | – | Sell |
-1,128
| Closed | -$267K | – | 280 |
|
|
2021
Q2 | $267K | Buy |
1,128
+4
| +0.4% | +$947 | 0.02% | 266 |
|
|
2021
Q1 | $228K | Buy |
1,124
+35
| +3% | +$7.1K | 0.02% | 282 |
|
|
2020
Q4 | $229K | Sell |
1,089
-78
| -7% | -$16.4K | 0.02% | 271 |
|
|
2020
Q3 | $245K | Sell |
1,167
-16
| -1% | -$3.36K | 0.02% | 230 |
|
|
2020
Q2 | $225K | Buy |
+1,183
| New | +$225K | 0.02% | 241 |
|