Mission Wealth Management’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 | $211K | Buy |
+1,848
| New | +$211K | ﹤0.01% | 622 |
|
|
2024
Q3 | – | Sell |
-2,238
| Closed | -$296K | – | 642 |
|
|
2024
Q2 | $296K | Buy |
2,238
+268
| +14% | +$35.4K | 0.01% | 507 |
|
|
2024
Q1 | $307K | Sell |
1,970
-176
| -8% | -$27.5K | 0.01% | 516 |
|
|
2023
Q4 | $292K | Sell |
2,146
-132
| -6% | -$17.9K | 0.01% | 459 |
|
|
2023
Q3 | $241K | Buy |
+2,278
| New | +$241K | 0.01% | 465 |
|
|
2023
Q1 | – | Sell |
-856
| Closed | -$211K | – | 516 |
|
|
2022
Q4 | $211K | Hold |
856
| – | – | 0.01% | 464 |
|
|
2022
Q3 | $205K | Buy |
+856
| New | +$205K | 0.01% | 447 |
|