Spire Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $92.2K | Sell |
777
-115
| -13% | -$16.4K | ﹤0.01% | 986 |
|
|
2025
Q4 | $118K | Buy |
892
+213
| +31% | +$23.8K | ﹤0.01% | 938 |
|
|
2025
Q3 | $70.2K | Buy |
679
+40
| +6% | +$4.38K | ﹤0.01% | 1121 |
|
|
2025
Q2 | $73K | Sell |
639
-43
| -6% | -$4.27K | ﹤0.01% | 1087 |
|
|
2025
Q1 | $60K | Sell |
682
-435
| -39% | -$32.9K | ﹤0.01% | 1220 |
|
|
2024
Q4 | $84.7K | Buy |
1,117
+19
| +2% | +$1.5K | ﹤0.01% | 1094 |
|
|
2024
Q3 | $92.9K | Sell |
1,098
-765
| -41% | -$83.9K | ﹤0.01% | 931 |
|
|
2024
Q2 | $246K | Sell |
1,863
-897
| -33% | -$125K | 0.01% | 669 |
|
|
2024
Q1 | $431K | Sell |
2,760
-1,007
| -27% | -$143K | 0.01% | 557 |
|
|
2023
Q4 | $498K | Sell |
3,767
-76
| -2% | -$9.22K | 0.02% | 519 |
|
|
2023
Q3 | $407K | Sell |
3,843
-664
| -15% | -$99K | 0.02% | 519 |
|
|
2023
Q2 | $765K | Sell |
4,507
-2,184
| -33% | -$432K | 0.03% | 397 |
|
|
2023
Q1 | $1.41M | Buy |
6,691
+3,009
| +82% | +$675K | 0.05% | 284 |
|
|
2022
Q4 | $907K | Sell |
3,682
-154
| -4% | -$38.1K | 0.05% | 250 |
|
|
2022
Q3 | $920K | Sell |
3,836
-4,867
| -56% | -$1.2M | 0.06% | 223 |
|
|
2022
Q2 | $2.14M | Sell |
8,703
-2,485
| -22% | -$580K | 0.09% | 203 |
|
|
2022
Q1 | $2.49M | Sell |
11,188
-3,164
| -22% | -$672K | 0.07% | 239 |
|
|
2021
Q4 | $3.38M | Sell |
14,352
-804
| -5% | -$178K | 0.08% | 223 |
|
|
2021
Q3 | $3.21M | Sell |
15,156
-681
| -4% | -$154K | 0.09% | 214 |
|
|
2021
Q2 | $3.43M | Sell |
15,837
-66,351
| -81% | -$13.9M | 0.09% | 202 |
|
|
2021
Q1 | $16.1M | Buy |
+82,188
| New | +$16.3M | 0.43% | 56 |
|
Other funds holding DG
VCM
VPM
