Souders 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
Q3 | – | Sell |
-7,354
| Closed | -$972K | – | 177 |
|
|
2024
Q2 | $972K | Sell |
7,354
-237
| -3% | -$31.3K | 0.15% | 98 |
|
|
2024
Q1 | $1.18M | Buy |
7,591
+556
| +8% | +$86.8K | 0.19% | 85 |
|
|
2023
Q4 | $956K | Sell |
7,035
-721
| -9% | -$98K | 0.16% | 90 |
|
|
2023
Q3 | $821K | Buy |
7,756
+2,547
| +49% | +$269K | 0.16% | 93 |
|
|
2023
Q2 | $884K | Buy |
5,209
+1,426
| +38% | +$242K | 0.17% | 87 |
|
|
2023
Q1 | $796K | Buy |
3,783
+222
| +6% | +$46.7K | 0.17% | 91 |
|
|
2022
Q4 | $877K | Sell |
3,561
-221
| -6% | -$54.4K | 0.2% | 85 |
|
|
2022
Q3 | $907K | Sell |
3,782
-727
| -16% | -$174K | 0.25% | 80 |
|
|
2022
Q2 | $1.11M | Buy |
4,509
+27
| +0.6% | +$6.63K | 0.32% | 67 |
|
|
2022
Q1 | $998K | Sell |
4,482
-227
| -5% | -$50.5K | 0.29% | 72 |
|
|
2021
Q4 | $1.11M | Buy |
4,709
+133
| +3% | +$31.4K | 0.32% | 70 |
|
|
2021
Q3 | $971K | Buy |
4,576
+94
| +2% | +$19.9K | 0.31% | 69 |
|
|
2021
Q2 | $970K | Buy |
+4,482
| New | +$970K | 0.33% | 72 |
|