Successful Portfolios’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,249
| Closed | -$212K | – | 150 |
|
|
2023
Q2 | $212K | Sell |
1,249
-15
| -1% | -$2.55K | 0.18% | 137 |
|
|
2023
Q1 | $266K | Sell |
1,264
-2
| -0.2% | -$421 | 0.17% | 147 |
|
|
2022
Q4 | $312K | Sell |
1,266
-3
| -0.2% | -$739 | 0.2% | 128 |
|
|
2022
Q3 | $304K | Sell |
1,269
-15
| -1% | -$3.59K | 0.22% | 121 |
|
|
2022
Q2 | $315K | Sell |
1,284
-2
| -0.2% | -$491 | 0.21% | 122 |
|
|
2022
Q1 | $286K | Sell |
1,286
-6
| -0.5% | -$1.33K | 0.16% | 151 |
|
|
2021
Q4 | $305K | Sell |
1,292
-5
| -0.4% | -$1.18K | 0.17% | 144 |
|
|
2021
Q3 | $275K | Hold |
1,297
| – | – | 0.16% | 150 |
|
|
2021
Q2 | $281K | Hold |
1,297
| – | – | 0.17% | 150 |
|
|
2021
Q1 | $263K | Sell |
1,297
-36
| -3% | -$7.3K | 0.17% | 146 |
|
|
2020
Q4 | $280K | Sell |
1,333
-38
| -3% | -$7.98K | 0.2% | 134 |
|
|
2020
Q3 | $287K | Sell |
1,371
-13
| -0.9% | -$2.72K | 0.23% | 119 |
|
|
2020
Q2 | $264K | Buy |
1,384
+37
| +3% | +$7.06K | 0.23% | 123 |
|
|
2020
Q1 | $203K | Buy |
1,347
+28
| +2% | +$4.22K | 0.21% | 130 |
|
|
2019
Q4 | $206K | Hold |
1,319
| – | – | 0.18% | 148 |
|
|
2019
Q3 | $210K | Buy |
+1,319
| New | +$210K | 0.2% | 139 |
|