Robertson Stephens Wealth Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
3,996
-84
| -2% | -$9.61K | 0.01% | 376 |
|
|
2025
Q1 | $359K | Sell |
4,080
-1,294
| -24% | -$114K | 0.01% | 414 |
|
|
2024
Q4 | $407K | Buy |
5,374
+635
| +13% | +$48.1K | 0.01% | 400 |
|
|
2024
Q3 | $401K | Buy |
+4,739
| New | +$401K | 0.01% | 456 |
|
|
2020
Q4 | – | Sell |
-1,428
| Closed | -$299K | – | 250 |
|
|
2020
Q3 | $299K | Buy |
+1,428
| New | +$299K | 0.07% | 174 |
|