Prestige Wealth Management Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.4K | Sell |
408
-10
| -2% | -$1.43K | 0.01% | 261 |
|
|
2025
Q4 | $55.5K | Buy |
418
+15
| +4% | +$1.67K | 0.01% | 241 |
|
|
2025
Q3 | $41.7K | Hold |
403
| – | – | 0.01% | 284 |
|
|
2025
Q2 | $46.1K | Sell |
403
-120
| -23% | -$11.9K | 0.01% | 264 |
|
|
2025
Q1 | $46K | Hold |
523
| – | – | 0.01% | 261 |
|
|
2024
Q4 | $39.7K | Buy |
523
+317
| +154% | +$25K | 0.01% | 282 |
|
|
2024
Q3 | $17.4K | Sell |
206
-49
| -19% | -$5.37K | ﹤0.01% | 362 |
|
|
2024
Q2 | $33.7K | Sell |
255
-342
| -57% | -$47.8K | 0.01% | 265 |
|
|
2024
Q1 | $93.2K | Hold |
597
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $81.2K | Sell |
597
-221
| -27% | -$26.8K | 0.02% | 206 |
|
|
2023
Q3 | $86.5K | Sell |
818
-247
| -23% | -$36.8K | 0.02% | 195 |
|
|
2023
Q2 | $181K | Sell |
1,065
-2,128
| -67% | -$421K | 0.04% | 156 |
|
|
2023
Q1 | $672K | Sell |
3,193
-919
| -22% | -$206K | 0.17% | 65 |
|
|
2022
Q4 | $1.01M | Buy |
4,112
+939
| +30% | +$232K | 0.26% | 52 |
|
|
2022
Q3 | $761K | Buy |
3,173
+177
| +6% | +$43.7K | 0.21% | 51 |
|
|
2022
Q2 | $735K | Sell |
2,996
-3
| -0.1% | -$700 | 0.2% | 53 |
|
|
2022
Q1 | $667K | Buy |
2,999
+1,828
| +156% | +$388K | 0.16% | 64 |
|
|
2021
Q4 | $276K | Buy |
1,171
+1
| +0.1% | +$221 | 0.07% | 117 |
|
|
2021
Q3 | $249K | Buy |
1,170
+255
| +28% | +$57.5K | 0.06% | 119 |
|
|
2021
Q2 | $198K | Sell |
915
-249
| -21% | -$52.3K | 0.05% | 130 |
|
|
2021
Q1 | $236K | Sell |
1,164
-3
| -0.3% | -$596 | 0.06% | 109 |
|
|
2020
Q4 | $245K | Sell |
1,167
-851
| -42% | -$182K | 0.07% | 110 |
|
|
2020
Q3 | $423K | Buy |
2,018
+117
| +6% | +$23K | 0.13% | 79 |
|
|
2020
Q2 | $362K | Buy |
1,901
+227
| +14% | +$41.1K | 0.13% | 73 |
|
|
2020
Q1 | $253K | Buy |
1,674
+179
| +12% | +$27.6K | 0.11% | 73 |
|
|
2019
Q4 | $233K | Buy |
1,495
+1,205
| +416% | +$191K | 0.13% | 105 |
|
|
2019
Q3 | $46K | Buy |
290
+225
| +346% | +$32.5K | 0.03% | 205 |
|
|
2019
Q2 | $9K | Hold |
65
| – | – | 0.01% | 337 |
|
|
2019
Q1 | $8K | Sell |
65
-170
| -72% | -$19.8K | ﹤0.01% | 354 |
|
|
2018
Q4 | $25K | Buy |
+235
| New | +$25.4K | 0.02% | 274 |
|
Other funds holding DG
VCM
VPM
