Smith Salley Wealth Management’s Dollar General DG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-66,053
Closed -$8.73M 241
2024
Q2
$8.73M Buy
66,053
+3,361
+5% +$444K 0.63% 47
2024
Q1
$9.78M Sell
62,692
-20,285
-24% -$3.17M 0.76% 41
2023
Q4
$11.3M Buy
82,977
+6,047
+8% +$822K 0.73% 45
2023
Q3
$8.14M Buy
+76,930
New +$8.14M 0.6% 47