Prestige Wealth Management Group’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
$46.1K Sell
403
-120
-23% -$13.7K 0.01% 262
2025
Q1
$46K Hold
523
0.01% 260
2024
Q4
$39.7K Buy
523
+317
+154% +$24K 0.01% 281
2024
Q3
$17.4K Sell
206
-49
-19% -$4.14K ﹤0.01% 360
2024
Q2
$33.7K Sell
255
-342
-57% -$45.2K 0.01% 262
2024
Q1
$93.2K Hold
597
0.02% 210
2023
Q4
$81.2K Sell
597
-221
-27% -$30K 0.02% 205
2023
Q3
$86.5K Sell
818
-247
-23% -$26.1K 0.02% 194
2023
Q2
$181K Sell
1,065
-2,128
-67% -$361K 0.04% 154
2023
Q1
$672K Sell
3,193
-919
-22% -$193K 0.17% 65
2022
Q4
$1.01M Buy
4,112
+939
+30% +$232K 0.26% 52
2022
Q3
$761K Buy
3,173
+177
+6% +$42.5K 0.21% 51
2022
Q2
$735K Sell
2,996
-3
-0.1% -$736 0.2% 53
2022
Q1
$667K Buy
2,999
+1,828
+156% +$407K 0.16% 64
2021
Q4
$276K Buy
1,171
+1
+0.1% +$236 0.07% 117
2021
Q3
$249K Buy
1,170
+255
+28% +$54.3K 0.06% 119
2021
Q2
$198K Sell
915
-249
-21% -$53.9K 0.05% 130
2021
Q1
$236K Sell
1,164
-3
-0.3% -$608 0.06% 109
2020
Q4
$245K Sell
1,167
-851
-42% -$179K 0.07% 110
2020
Q3
$423K Buy
2,018
+117
+6% +$24.5K 0.13% 79
2020
Q2
$362K Buy
1,901
+227
+14% +$43.2K 0.13% 73
2020
Q1
$253K Buy
1,674
+179
+12% +$27.1K 0.11% 73
2019
Q4
$233K Buy
1,495
+1,205
+416% +$188K 0.13% 105
2019
Q3
$46K Buy
290
+225
+346% +$35.7K 0.03% 205
2019
Q2
$9K Hold
65
0.01% 337
2019
Q1
$8K Sell
65
-170
-72% -$20.9K ﹤0.01% 354
2018
Q4
$25K Buy
+235
New +$25K 0.02% 274