PDS Planning’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 | $204K | Buy |
+1,787
| New | +$204K | 0.02% | 478 |
|
|
2024
Q2 | – | Sell |
-1,294
| Closed | -$202K | – | 403 |
|
|
2024
Q1 | $202K | Buy |
+1,294
| New | +$202K | 0.02% | 361 |
|
|
2023
Q2 | – | Sell |
-965
| Closed | -$203K | – | 343 |
|
|
2023
Q1 | $203K | Buy |
+965
| New | +$203K | 0.03% | 264 |
|
|
2022
Q3 | – | Sell |
-844
| Closed | -$207K | – | 208 |
|
|
2022
Q2 | $207K | Sell |
844
-126
| -13% | -$30.9K | 0.04% | 185 |
|
|
2022
Q1 | $216K | Buy |
970
+28
| +3% | +$6.24K | 0.04% | 194 |
|
|
2021
Q4 | $222K | Sell |
942
-157
| -14% | -$37K | 0.04% | 174 |
|
|
2021
Q3 | $233K | Buy |
1,099
+26
| +2% | +$5.51K | 0.05% | 162 |
|
|
2021
Q2 | $232K | Buy |
+1,073
| New | +$232K | 0.06% | 159 |
|