Lake Street Private Wealth’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $244K | Hold |
2,057
| – | – | 0.03% | 226 |
|
|
2025
Q4 | $273K | Hold |
2,057
| – | – | 0.03% | 232 |
|
|
2025
Q3 | $213K | Sell |
2,057
-200
| -9% | -$21.9K | 0.03% | 257 |
|
|
2025
Q2 | $258K | Buy |
+2,257
| New | +$224K | 0.04% | 225 |
|
|
2024
Q3 | – | Sell |
-2,425
| Closed | -$321K | – | 273 |
|
|
2024
Q2 | $321K | Sell |
2,425
-5
| -0.2% | -$698 | 0.04% | 258 |
|
|
2024
Q1 | $379K | Buy |
2,430
+5
| +0.2% | +$711 | 0.05% | 241 |
|
|
2023
Q4 | $330K | Buy |
2,425
+368
| +18% | +$44.6K | 0.05% | 245 |
|
|
2023
Q3 | $217K | Hold |
2,057
| – | – | 0.04% | 255 |
|
|
2023
Q2 | $349K | Sell |
2,057
-8,461
| -80% | -$1.67M | 0.06% | 212 |
|
|
2023
Q1 | $2.21M | Buy |
10,518
+828
| +9% | +$186K | 0.41% | 73 |
|
|
2022
Q4 | $2.39M | Buy |
9,690
+3,657
| +61% | +$904K | 0.49% | 60 |
|
|
2022
Q3 | $1.45M | Buy |
6,033
+2,699
| +81% | +$666K | 0.33% | 90 |
|
|
2022
Q2 | $818K | Buy |
3,334
+1,059
| +47% | +$247K | 0.17% | 128 |
|
|
2022
Q1 | $506K | Buy |
2,275
+27
| +1% | +$5.74K | 0.09% | 185 |
|
|
2021
Q4 | $530K | Sell |
2,248
-19
| -0.8% | -$4.2K | 0.09% | 191 |
|
|
2021
Q3 | $481K | Buy |
2,267
+110
| +5% | +$24.8K | 0.12% | 150 |
|
|
2021
Q2 | $470K | Hold |
2,157
| – | – | 0.12% | 144 |
|
|
2021
Q1 | $437K | Hold |
2,157
| – | – | 0.12% | 153 |
|
|
2020
Q4 | $454K | Buy |
2,157
+25
| +1% | +$5.34K | 0.13% | 135 |
|
|
2020
Q3 | $447K | Buy |
2,132
+75
| +4% | +$14.8K | 0.15% | 117 |
|
|
2020
Q2 | $391K | Hold |
2,057
| – | – | 0.14% | 118 |
|
|
2020
Q1 | $311K | Sell |
2,057
-65
| -3% | -$10K | 0.14% | 116 |
|
|
2019
Q4 | $331K | Buy |
2,122
+65
| +3% | +$10.3K | 0.13% | 138 |
|
|
2019
Q3 | $327K | Hold |
2,057
| – | – | 0.15% | 122 |
|
|
2019
Q2 | $278K | Buy |
+2,057
| New | +$260K | 0.16% | 101 |
|
Other funds holding DG
VCM
VPM
