Lokken Investment Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,553
| Closed | -$433K | – | 136 |
|
|
2023
Q2 | $433K | Buy |
2,553
+66
| +3% | +$11.2K | 0.28% | 80 |
|
|
2023
Q1 | $523K | Sell |
2,487
-691
| -22% | -$145K | 0.4% | 57 |
|
|
2022
Q4 | $783K | Buy |
3,178
+100
| +3% | +$24.6K | 0.62% | 37 |
|
|
2022
Q3 | $738K | Buy |
3,078
+19
| +0.6% | +$4.56K | 0.64% | 37 |
|
|
2022
Q2 | $751K | Sell |
3,059
-45
| -1% | -$11K | 0.61% | 36 |
|
|
2022
Q1 | $737K | Sell |
3,104
-32
| -1% | -$7.6K | 0.58% | 38 |
|
|
2021
Q4 | $740K | Hold |
3,136
| – | – | 0.53% | 39 |
|
|
2021
Q3 | $665K | Sell |
3,136
-157
| -5% | -$33.3K | 0.53% | 43 |
|
|
2021
Q2 | $713K | Buy |
3,293
+10
| +0.3% | +$2.17K | 0.58% | 39 |
|
|
2021
Q1 | $665K | Sell |
3,283
-617
| -16% | -$125K | 0.59% | 41 |
|
|
2020
Q4 | $820K | Buy |
+3,900
| New | +$820K | 0.75% | 30 |
|