Legacy Capital Wealth Partners’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 | $473K | Sell |
4,138
-1,045
| -20% | -$120K | 0.11% | 208 |
|
2025
Q1 | $456K | Buy |
+5,183
| New | +$456K | 0.11% | 202 |
|
2024
Q4 | – | Sell |
-4,466
| Closed | -$378K | – | 349 |
|
2024
Q3 | $378K | Sell |
4,466
-1,978
| -31% | -$167K | 0.08% | 243 |
|
2024
Q2 | $852K | Buy |
6,444
+3,558
| +123% | +$470K | 0.22% | 89 |
|
2024
Q1 | $630K | Sell |
2,886
-4,995
| -63% | -$1.09M | 0.45% | 56 |
|
2023
Q4 | $1.07M | Buy |
7,881
+516
| +7% | +$70.1K | 0.3% | 70 |
|
2023
Q3 | $779K | Buy |
+7,365
| New | +$779K | 0.21% | 96 |
|
2023
Q2 | – | Sell |
-3,661
| Closed | -$770K | – | 89 |
|
2023
Q1 | $770K | Buy |
+3,661
| New | +$770K | 0.21% | 99 |
|