Phoenix Financial’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 | $1.3M | Buy |
+11,400
| New | +$1.3M | 0.02% | 210 |
|
|
2024
Q3 | – | Sell |
-5,807
| Closed | -$756K | – | 368 |
|
|
2024
Q2 | $756K | Sell |
5,807
-10,865
| -65% | -$1.42M | 0.01% | 230 |
|
|
2024
Q1 | $2.6M | Buy |
+16,672
| New | +$2.6M | 0.04% | 174 |
|
|
2023
Q4 | – | Sell |
-3,846
| Closed | -$407K | – | 335 |
|
|
2023
Q3 | $407K | Sell |
3,846
-2,884
| -43% | -$305K | 0.01% | 239 |
|
|
2023
Q2 | $1.13M | Buy |
+6,730
| New | +$1.13M | 0.02% | 202 |
|
|
2021
Q4 | – | Sell |
-5,639
| Closed | -$1.22M | – | 381 |
|
|
2021
Q3 | $1.22M | Buy |
+5,639
| New | +$1.22M | 0.02% | 249 |
|
|
2021
Q2 | – | Sell |
-9,041
| Closed | -$1.83M | – | 317 |
|
|
2021
Q1 | $1.83M | Buy |
+9,041
| New | +$1.83M | 0.04% | 239 |
|