Octavia Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $236K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $203K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $317K | Sell |
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|
2024
Q1 | $436K | Sell |
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|
2023
Q4 | $384K | Sell |
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|
2023
Q3 | $308K | Sell |
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|
2023
Q2 | $500K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $735K | Hold |
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|
2022
Q3 | $714K | Sell |
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|
2022
Q2 | $734K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $698K | Sell |
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|
2021
Q3 | $654K | Sell |
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|
2021
Q2 | $669K | Sell |
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|
2021
Q1 | $631K | Sell |
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|
2020
Q4 | $668K | Buy |
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