Oxinas Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,772
| Closed | -$794K | – | 126 |
|
|
2023
Q1 | $794K | Buy |
3,772
+1
| +0% | +$210 | 0.57% | 49 |
|
|
2022
Q4 | $929K | Buy |
3,771
+1
| +0% | +$246 | 0.78% | 37 |
|
|
2022
Q3 | $904K | Buy |
3,770
+251
| +7% | +$60.2K | 0.75% | 35 |
|
|
2022
Q2 | $864K | Hold |
3,519
| – | – | 0.66% | 41 |
|
|
2022
Q1 | $783K | Buy |
3,519
+251
| +8% | +$55.8K | 0.49% | 51 |
|
|
2021
Q4 | $771K | Buy |
3,268
+701
| +27% | +$165K | 0.44% | 59 |
|
|
2021
Q3 | $545K | Sell |
2,567
-102
| -4% | -$21.7K | 0.32% | 79 |
|
|
2021
Q2 | $578K | Hold |
2,669
| – | – | 0.33% | 78 |
|
|
2021
Q1 | $541K | Hold |
2,669
| – | – | 0.34% | 76 |
|
|
2020
Q4 | $561K | Buy |
+2,669
| New | +$561K | 0.42% | 61 |
|