Tevis Investment 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 | $1.9M | Buy |
16,578
+5,114
| +45% | +$585K | 1.21% | 25 |
|
2025
Q1 | $869K | Hold |
11,464
| – | – | 0.65% | 51 |
|
2024
Q4 | $869K | Buy |
+11,464
| New | +$869K | 0.65% | 51 |
|
2022
Q4 | – | Sell |
-50
| Closed | -$12K | – | 104 |
|
2022
Q3 | $12K | Buy |
50
+4
| +9% | +$960 | 0.01% | 353 |
|
2022
Q2 | $12K | Buy |
46
+15
| +48% | +$3.91K | 0.01% | 350 |
|
2022
Q1 | $7K | Sell |
31
-4
| -11% | -$903 | 0.01% | 415 |
|
2021
Q4 | $8K | Buy |
+35
| New | +$8K | 0.01% | 464 |
|