MGIA
Moneta Group Investment Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Buy |
2,703
+87
| +3% | +$9.95K | ﹤0.01% | 556 |
|
|
2025
Q1 | $230K | Buy |
+2,616
| New | +$230K | ﹤0.01% | 597 |
|
|
2021
Q3 | – | Sell |
-1,460
| Closed | -$316K | – | 456 |
|
|
2021
Q2 | $316K | Sell |
1,460
-16
| -1% | -$3.46K | 0.01% | 353 |
|
|
2021
Q1 | $299K | Buy |
1,476
+406
| +38% | +$82.2K | 0.02% | 334 |
|
|
2020
Q4 | $225K | Buy |
+1,070
| New | +$225K | 0.02% | 290 |
|
|
2018
Q1 | – | Sell |
-4
| Closed | – | – | 624 |
|
|
2017
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 473 |
|