Modera 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 | $317K | Buy |
2,775
+24
| +0.9% | +$2.75K | ﹤0.01% | 526 |
|
|
2025
Q1 | $242K | Sell |
2,751
-22
| -0.8% | -$1.94K | ﹤0.01% | 560 |
|
|
2024
Q4 | $210K | Sell |
2,773
-1,227
| -31% | -$93K | ﹤0.01% | 590 |
|
|
2024
Q3 | $338K | Sell |
4,000
-701
| -15% | -$59.3K | ﹤0.01% | 468 |
|
|
2024
Q2 | $622K | Sell |
4,701
-6,016
| -56% | -$796K | 0.01% | 358 |
|
|
2024
Q1 | $1.67M | Buy |
10,717
+1,042
| +11% | +$163K | 0.03% | 244 |
|
|
2023
Q4 | $1.32M | Buy |
9,675
+532
| +6% | +$72.3K | 0.02% | 263 |
|
|
2023
Q3 | $967K | Buy |
9,143
+37
| +0.4% | +$3.92K | 0.02% | 286 |
|
|
2023
Q2 | $1.55M | Buy |
+9,106
| New | +$1.55M | 0.03% | 247 |
|
|
2022
Q1 | – | Sell |
-2,292
| Closed | -$541K | – | 413 |
|
|
2021
Q4 | $541K | Buy |
+2,292
| New | +$541K | 0.02% | 262 |
|