Sowell Financial Services’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 | $360K | Sell |
3,150
-32
| -1% | -$3.66K | 0.01% | 717 |
|
|
2025
Q1 | $280K | Buy |
+3,182
| New | +$280K | 0.01% | 797 |
|
|
2023
Q3 | – | Sell |
-10,860
| Closed | -$1.84M | – | 524 |
|
|
2023
Q2 | $1.84M | Buy |
10,860
+5,997
| +123% | +$1.02M | 0.1% | 228 |
|
|
2023
Q1 | $1.02M | Sell |
4,863
-8,282
| -63% | -$1.74M | 0.08% | 287 |
|
|
2022
Q4 | $3.24M | Sell |
13,145
-754
| -5% | -$186K | 0.21% | 128 |
|
|
2022
Q3 | $3.33M | Sell |
13,899
-1,324
| -9% | -$318K | 0.34% | 85 |
|
|
2022
Q2 | $3.74M | Buy |
+15,223
| New | +$3.74M | 0.35% | 68 |
|
|
2021
Q3 | – | Sell |
-12,715
| Closed | -$2.75M | – | 486 |
|
|
2021
Q2 | $2.75M | Sell |
12,715
-484
| -4% | -$105K | 0.18% | 139 |
|
|
2021
Q1 | $2.88M | Buy |
13,199
+456
| +4% | +$99.6K | 0.1% | 190 |
|
|
2020
Q4 | $2.68M | Buy |
12,743
+1,174
| +10% | +$247K | 0.11% | 161 |
|
|
2020
Q3 | $2.43M | Sell |
11,569
-2,004
| -15% | -$420K | 0.12% | 151 |
|
|
2020
Q2 | $2.59M | Sell |
13,573
-10,436
| -43% | -$1.99M | 0.14% | 140 |
|
|
2020
Q1 | $3.63M | Buy |
24,009
+5,960
| +33% | +$900K | 0.27% | 93 |
|
|
2019
Q4 | $2.82M | Buy |
18,049
+1,352
| +8% | +$211K | 0.21% | 100 |
|
|
2019
Q3 | $2.65M | Buy |
+16,697
| New | +$2.65M | 0.22% | 97 |
|
|
2019
Q1 | $398K | Buy |
3,333
+185
| +6% | +$22.1K | 0.04% | 385 |
|
|
2018
Q4 | $340K | Buy |
3,148
+238
| +8% | +$25.7K | 0.05% | 359 |
|
|
2018
Q3 | $318K | Buy |
+2,910
| New | +$318K | 0.05% | 263 |
|