Ruggaard & Associates’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 | $308K | Buy |
2,691
+130
| +5% | +$14.9K | 0.12% | 91 |
|
|
2025
Q1 | $225K | Buy |
+2,561
| New | +$225K | 0.1% | 107 |
|
|
2024
Q4 | – | Sell |
-2,904
| Closed | -$246K | – | 113 |
|
|
2024
Q3 | $246K | Sell |
2,904
-724
| -20% | -$61.2K | 0.11% | 104 |
|
|
2024
Q2 | $480K | Sell |
3,628
-79
| -2% | -$10.4K | 0.22% | 65 |
|
|
2024
Q1 | $578K | Sell |
3,707
-321
| -8% | -$50.1K | 0.28% | 52 |
|
|
2023
Q4 | $548K | Sell |
4,028
-339
| -8% | -$46.1K | 0.29% | 51 |
|
|
2023
Q3 | $462K | Buy |
4,367
+167
| +4% | +$17.7K | 0.28% | 58 |
|
|
2023
Q2 | $713K | Sell |
4,200
-92
| -2% | -$15.6K | 0.42% | 31 |
|
|
2023
Q1 | $903K | Buy |
+4,292
| New | +$903K | 0.56% | 21 |
|