Spire 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
2025
Q2
$73K Sell
639
-43
-6% -$4.92K ﹤0.01% 1087
2025
Q1
$60K Sell
682
-435
-39% -$38.3K ﹤0.01% 1220
2024
Q4
$84.7K Buy
1,117
+19
+2% +$1.44K ﹤0.01% 1094
2024
Q3
$92.9K Sell
1,098
-765
-41% -$64.7K ﹤0.01% 931
2024
Q2
$246K Sell
1,863
-897
-33% -$119K 0.01% 669
2024
Q1
$431K Sell
2,760
-1,007
-27% -$157K 0.01% 557
2023
Q4
$498K Sell
3,767
-76
-2% -$10K 0.02% 519
2023
Q3
$407K Sell
3,843
-664
-15% -$70.2K 0.02% 519
2023
Q2
$765K Sell
4,507
-2,184
-33% -$371K 0.03% 397
2023
Q1
$1.41M Buy
6,691
+3,009
+82% +$633K 0.05% 284
2022
Q4
$907K Sell
3,682
-154
-4% -$37.9K 0.05% 250
2022
Q3
$920K Sell
3,836
-4,867
-56% -$1.17M 0.06% 223
2022
Q2
$2.14M Sell
8,703
-2,485
-22% -$610K 0.09% 203
2022
Q1
$2.49M Sell
11,188
-3,164
-22% -$704K 0.07% 239
2021
Q4
$3.39M Sell
14,352
-804
-5% -$190K 0.08% 223
2021
Q3
$3.22M Sell
15,156
-681
-4% -$144K 0.09% 214
2021
Q2
$3.43M Sell
15,837
-66,351
-81% -$14.4M 0.09% 202
2021
Q1
$16.1M Buy
+82,188
New +$16.1M 0.43% 56