Toth Financial Advisory’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-246
| Closed | -$51.7K | – | 798 |
|
2023
Q1 | $51.7K | Buy |
246
+1
| +0.4% | +$210 | 0.01% | 272 |
|
2022
Q4 | $60.3K | Hold |
245
| – | – | 0.01% | 260 |
|
2022
Q3 | $59K | Buy |
+245
| New | +$59K | 0.01% | 256 |
|
2022
Q2 | – | Sell |
-145
| Closed | -$32K | – | 708 |
|
2022
Q1 | $32K | Buy |
+145
| New | +$32K | ﹤0.01% | 327 |
|
2020
Q3 | – | Sell |
-45
| Closed | -$9K | – | 548 |
|
2020
Q2 | $9K | Hold |
45
| – | – | ﹤0.01% | 353 |
|
2020
Q1 | $7K | Hold |
45
| – | – | ﹤0.01% | 291 |
|
2019
Q4 | $7K | Hold |
45
| – | – | ﹤0.01% | 328 |
|
2019
Q3 | $7K | Hold |
45
| – | – | ﹤0.01% | 330 |
|
2019
Q2 | $6K | Hold |
45
| – | – | ﹤0.01% | 351 |
|
2019
Q1 | $5K | Hold |
45
| – | – | ﹤0.01% | 342 |
|
2018
Q4 | $5K | Buy |
+45
| New | +$5K | ﹤0.01% | 317 |
|