Mutual Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $802K | Buy |
6,751
+398
| +6% | +$56.7K | 0.02% | 684 |
|
|
2025
Q4 | $843K | Sell |
6,353
-54
| -0.8% | -$6.02K | 0.02% | 643 |
|
|
2025
Q3 | $660K | Sell |
6,407
-2,084
| -25% | -$228K | 0.01% | 730 |
|
|
2025
Q2 | $913K | Buy |
8,491
+2,798
| +49% | +$278K | 0.02% | 547 |
|
|
2025
Q1 | $533K | Buy |
+5,693
| New | +$431K | 0.02% | 687 |
|
|
2024
Q3 | – | Sell |
-1,901
| Closed | -$223K | – | 1107 |
|
|
2024
Q2 | $223K | Sell |
1,901
-1,099
| -37% | -$153K | 0.01% | 997 |
|
|
2024
Q1 | $468K | Sell |
3,000
-1,538
| -34% | -$219K | 0.02% | 717 |
|
|
2023
Q4 | $617K | Buy |
4,538
+657
| +17% | +$79.7K | 0.02% | 601 |
|
|
2023
Q3 | $411K | Sell |
3,881
-363
| -9% | -$54.1K | 0.02% | 676 |
|
|
2023
Q2 | $721K | Sell |
4,244
-1,194
| -22% | -$236K | 0.03% | 532 |
|
|
2023
Q1 | $1.14M | Buy |
5,438
+2,044
| +60% | +$459K | 0.05% | 390 |
|
|
2022
Q4 | $836K | Buy |
3,394
+355
| +12% | +$87.8K | 0.04% | 464 |
|
|
2022
Q3 | $729K | Buy |
3,039
+586
| +24% | +$145K | 0.04% | 456 |
|
|
2022
Q2 | $602K | Sell |
2,453
-224
| -8% | -$52.3K | 0.04% | 479 |
|
|
2022
Q1 | $596K | Buy |
2,677
+207
| +8% | +$44K | 0.03% | 523 |
|
|
2021
Q4 | $583K | Sell |
2,470
-131
| -5% | -$28.9K | 0.03% | 532 |
|
|
2021
Q3 | $552K | Buy |
2,601
+41
| +2% | +$9.25K | 0.03% | 515 |
|
|
2021
Q2 | $554K | Buy |
2,560
+177
| +7% | +$37.2K | 0.03% | 497 |
|
|
2021
Q1 | $483K | Sell |
2,383
-391
| -14% | -$77.6K | 0.03% | 491 |
|
|
2020
Q4 | $583K | Buy |
2,774
+87
| +3% | +$18.6K | 0.04% | 432 |
|
|
2020
Q3 | $563K | Buy |
2,687
+69
| +3% | +$13.6K | 0.05% | 399 |
|
|
2020
Q2 | $499K | Buy |
2,618
+746
| +40% | +$135K | 0.05% | 385 |
|
|
2020
Q1 | $283K | Buy |
1,872
+576
| +44% | +$88.9K | 0.04% | 412 |
|
|
2019
Q4 | $202K | Sell |
1,296
-85
| -6% | -$13.5K | 0.02% | 559 |
|
|
2019
Q3 | $219K | Buy |
+1,381
| New | +$200K | 0.03% | 486 |
|
Other funds holding DG
VCM
VPM
