LFA
Legacy Financial Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-968
| Closed | -$238K | – | 258 |
|
|
2022
Q4 | $238K | Buy |
968
+92
| +11% | +$22.7K | 0.05% | 212 |
|
|
2022
Q3 | $210K | Buy |
876
+47
| +6% | +$11.3K | 0.05% | 205 |
|
|
2022
Q2 | $203K | Buy |
+829
| New | +$203K | 0.05% | 207 |
|
|
2019
Q2 | – | Sell |
-130
| Closed | -$16K | – | 313 |
|
|
2019
Q1 | $16K | Buy |
130
+3
| +2% | +$369 | 0.01% | 505 |
|
|
2018
Q4 | $14K | Buy |
127
+98
| +338% | +$10.8K | 0.01% | 479 |
|
|
2018
Q3 | $3K | Buy |
29
+23
| +383% | +$2.38K | ﹤0.01% | 758 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 860 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 840 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 824 |
|