ROI 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 |
-3,054
| Closed | -$258K | – | 63 |
|
|
2024
Q3 | $258K | Sell |
3,054
-1,755
| -36% | -$148K | 0.18% | 56 |
|
|
2024
Q2 | $645K | Sell |
4,809
-1,520
| -24% | -$204K | 0.47% | 37 |
|
|
2024
Q1 | $988K | Sell |
6,329
-6,610
| -51% | -$1.03M | 0.78% | 33 |
|
|
2023
Q4 | $1.76M | Buy |
+12,939
| New | +$1.76M | 1.46% | 22 |
|