Plante Moran Financial Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-60
| Closed | -$5.07K | – | 929 |
|
|
2024
Q3 | $5.07K | Hold |
60
| – | – | ﹤0.01% | 680 |
|
|
2024
Q2 | $7.93K | Sell |
60
-30
| -33% | -$3.97K | ﹤0.01% | 600 |
|
|
2024
Q1 | $14K | Buy |
90
+14
| +18% | +$2.19K | ﹤0.01% | 557 |
|
|
2023
Q4 | $10.3K | Buy |
76
+46
| +153% | +$6.25K | ﹤0.01% | 553 |
|
|
2023
Q3 | $3.17K | Sell |
30
-12
| -29% | -$1.27K | ﹤0.01% | 636 |
|
|
2023
Q2 | $7.05K | Buy |
42
+12
| +40% | +$2.02K | ﹤0.01% | 594 |
|
|
2023
Q1 | $6.31K | Hold |
30
| – | – | ﹤0.01% | 626 |
|
|
2022
Q4 | $7.39K | Sell |
30
-33
| -52% | -$8.13K | ﹤0.01% | 617 |
|
|
2022
Q3 | $15K | Hold |
63
| – | – | ﹤0.01% | 515 |
|
|
2022
Q2 | $15K | Hold |
63
| – | – | ﹤0.01% | 518 |
|
|
2022
Q1 | $14K | Sell |
63
-74
| -54% | -$16.4K | ﹤0.01% | 552 |
|
|
2021
Q4 | $32K | Buy |
137
+45
| +49% | +$10.5K | 0.01% | 448 |
|
|
2021
Q3 | $20K | Buy |
92
+59
| +179% | +$12.8K | ﹤0.01% | 564 |
|
|
2021
Q2 | $7K | Sell |
33
-240
| -88% | -$50.9K | ﹤0.01% | 723 |
|
|
2021
Q1 | $55K | Sell |
273
-6
| -2% | -$1.21K | 0.02% | 340 |
|
|
2020
Q4 | $59K | Sell |
279
-965
| -78% | -$204K | 0.02% | 323 |
|
|
2020
Q3 | $261K | Buy |
1,244
+1,231
| +9,469% | +$258K | 0.09% | 123 |
|
|
2020
Q2 | $2K | Buy |
+13
| New | +$2K | ﹤0.01% | 662 |
|
|
2020
Q1 | – | Sell |
-29
| Closed | -$5K | – | 750 |
|
|
2019
Q4 | $5K | Sell |
29
-27
| -48% | -$4.66K | ﹤0.01% | 608 |
|
|
2019
Q3 | $9K | Buy |
+56
| New | +$9K | ﹤0.01% | 605 |
|
|
2018
Q3 | – | Sell |
-22
| Closed | -$2K | – | 769 |
|
|
2018
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 714 |
|
|
2018
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 826 |
|
|
2017
Q4 | – | Sell |
-500
| Closed | -$41K | – | 884 |
|
|
2017
Q3 | $41K | Buy |
+500
| New | +$41K | 0.02% | 345 |
|
|
2017
Q1 | – | Sell |
-193
| Closed | -$14K | – | 904 |
|
|
2016
Q4 | $14K | Hold |
193
| – | – | 0.01% | 528 |
|
|
2016
Q3 | $14K | Buy |
+193
| New | +$14K | 0.01% | 540 |
|