Summit Securities Group’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 | $4.27K | Sell |
36
-506
| -93% | -$72.1K | ﹤0.01% | 831 |
|
|
2025
Q4 | $72K | Buy |
542
+164
| +43% | +$18.3K | 0.01% | 534 |
|
|
2025
Q3 | $39.1K | Buy |
378
+230
| +155% | +$25.2K | 0.01% | 628 |
|
|
2025
Q2 | $16.9K | Buy |
+148
| New | +$14.7K | 0.01% | 761 |
|
|
2023
Q3 | – | Sell |
-287
| Closed | -$49K | – | 679 |
|
|
2023
Q2 | $49K | Sell |
287
-152
| -35% | -$30.1K | 0.02% | 416 |
|
|
2023
Q1 | $92K | Buy |
439
+211
| +93% | +$47.4K | 0.03% | 312 |
|
|
2022
Q4 | $56K | Sell |
228
-282
| -55% | -$69.7K | 0.01% | 696 |
|
|
2022
Q3 | $122K | Buy |
510
+31
| +6% | +$7.65K | 0.02% | 492 |
|
|
2022
Q2 | $118K | Buy |
479
+384
| +404% | +$89.6K | 0.04% | 386 |
|
|
2022
Q1 | $21K | Sell |
95
-1,429
| -94% | -$304K | 0.01% | 707 |
|
|
2021
Q4 | $359K | Buy |
+1,524
| New | +$337K | 0.03% | 448 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 756 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 757 |
|
|
2021
Q1 | – | Sell |
-2,700
| Closed | -$568K | – | 621 |
|
|
2020
Q4 | $568K | Buy |
+2,700
| New | +$577K | 0.14% | 324 |
|
|
2017
Q3 | – | Sell |
-3,140
| Closed | -$226K | – | 233 |
|
|
2017
Q2 | $226K | Buy |
+3,140
| New | +$226K | 0.07% | 186 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 206 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 324 |
|
|
2015
Q2 | – | Sell |
-533
| Closed | -$40K | – | 497 |
|
|
2015
Q1 | $40K | Buy |
+533
| New | +$37.7K | 0.03% | 193 |
|
Other funds holding DG
VCM
VPM
