Meeder Advisory Services’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 | $1.02M | Buy |
8,932
+5,138
| +135% | +$588K | 0.05% | 250 |
|
|
2025
Q1 | $334K | Buy |
+3,794
| New | +$334K | 0.02% | 436 |
|
|
2024
Q3 | – | Sell |
-2,544
| Closed | -$336K | – | 560 |
|
|
2024
Q2 | $336K | Buy |
2,544
+723
| +40% | +$95.6K | 0.02% | 383 |
|
|
2024
Q1 | $284K | Buy |
+1,821
| New | +$284K | 0.03% | 365 |
|
|
2023
Q4 | – | Sell |
-1,965
| Closed | -$208K | – | 427 |
|
|
2023
Q3 | $208K | Sell |
1,965
-1,035
| -35% | -$110K | 0.03% | 390 |
|
|
2023
Q2 | $509K | Sell |
3,000
-294
| -9% | -$49.9K | 0.05% | 277 |
|
|
2023
Q1 | $693K | Sell |
3,294
-387
| -11% | -$81.5K | 0.08% | 226 |
|
|
2022
Q4 | $906K | Buy |
+3,681
| New | +$906K | 0.11% | 174 |
|