SWA
SOA Wealth Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$88 | – | 881 |
|
|
2024
Q3 | $88 | Sell |
1
-6
| -86% | -$528 | ﹤0.01% | 812 |
|
|
2024
Q2 | $930 | Sell |
7
-3
| -30% | -$399 | ﹤0.01% | 728 |
|
|
2024
Q1 | $1.57K | Hold |
10
| – | – | ﹤0.01% | 732 |
|
|
2023
Q4 | $1.36K | Hold |
10
| – | – | ﹤0.01% | 733 |
|
|
2023
Q3 | $1.06K | Hold |
10
| – | – | ﹤0.01% | 769 |
|
|
2023
Q2 | $1.7K | Hold |
10
| – | – | ﹤0.01% | 740 |
|
|
2023
Q1 | $2.11K | Hold |
10
| – | – | ﹤0.01% | 723 |
|
|
2022
Q4 | $2.47K | Hold |
10
| – | – | ﹤0.01% | 713 |
|
|
2022
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 702 |
|
|
2022
Q2 | $2K | Sell |
10
-93
| -90% | -$18.6K | ﹤0.01% | 691 |
|
|
2022
Q1 | $22K | Hold |
103
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $24K | Hold |
103
| – | – | 0.01% | 415 |
|
|
2021
Q3 | $21K | Buy |
103
+4
| +4% | +$816 | 0.01% | 449 |
|
|
2021
Q2 | $21K | Buy |
99
+55
| +125% | +$11.7K | 0.01% | 452 |
|
|
2021
Q1 | $8K | Sell |
44
-7
| -14% | -$1.27K | ﹤0.01% | 542 |
|
|
2020
Q4 | $10K | Buy |
+51
| New | +$10K | ﹤0.01% | 512 |
|