OneDigital Investment Advisors’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 | $236K | Buy |
+2,059
| New | +$236K | ﹤0.01% | 1302 |
|
|
2024
Q2 | – | Sell |
-2,393
| Closed | -$374K | – | 1373 |
|
|
2024
Q1 | $374K | Buy |
2,393
+629
| +36% | +$98.2K | 0.01% | 840 |
|
|
2023
Q4 | $240K | Sell |
1,764
-1,708
| -49% | -$232K | ﹤0.01% | 992 |
|
|
2023
Q3 | $367K | Buy |
3,472
+2,032
| +141% | +$215K | 0.01% | 734 |
|
|
2023
Q2 | $244K | Buy |
1,440
+350
| +32% | +$59.4K | 0.01% | 892 |
|
|
2023
Q1 | $229K | Buy |
+1,090
| New | +$229K | 0.01% | 864 |
|
|
2022
Q2 | – | Sell |
-1,108
| Closed | -$247K | – | 728 |
|
|
2022
Q1 | $247K | Sell |
1,108
-747
| -40% | -$167K | 0.01% | 641 |
|
|
2021
Q4 | $438K | Buy |
1,855
+79
| +4% | +$18.7K | 0.02% | 476 |
|
|
2021
Q3 | $377K | Sell |
1,776
-371
| -17% | -$78.8K | 0.01% | 497 |
|
|
2021
Q2 | $465K | Buy |
2,147
+1,051
| +96% | +$228K | 0.02% | 418 |
|
|
2021
Q1 | $222K | Buy |
+1,096
| New | +$222K | 0.01% | 583 |
|
|
2020
Q1 | – | Sell |
-1,854
| Closed | -$289K | – | 534 |
|
|
2019
Q4 | $289K | Buy |
1,854
+22
| +1% | +$3.43K | 0.02% | 417 |
|
|
2019
Q3 | $291K | Sell |
1,832
-620
| -25% | -$98.5K | 0.03% | 389 |
|
|
2019
Q2 | $331K | Buy |
2,452
+2,062
| +529% | +$278K | 0.03% | 326 |
|
|
2019
Q1 | $47K | Buy |
390
+5
| +1% | +$603 | 0.01% | 504 |
|
|
2018
Q4 | $42K | Sell |
385
-86
| -18% | -$9.38K | 0.01% | 491 |
|
|
2018
Q3 | $52K | Sell |
471
-128
| -21% | -$14.1K | 0.01% | 397 |
|
|
2018
Q2 | $59K | Sell |
599
-21
| -3% | -$2.07K | 0.01% | 447 |
|
|
2018
Q1 | $58K | Buy |
620
+425
| +218% | +$39.8K | 0.01% | 479 |
|
|
2017
Q4 | $18K | Buy |
195
+50
| +34% | +$4.62K | ﹤0.01% | 840 |
|
|
2017
Q3 | $12K | Sell |
145
-142
| -49% | -$11.8K | ﹤0.01% | 781 |
|
|
2017
Q2 | $20K | Buy |
+287
| New | +$20K | 0.01% | 742 |
|