Tradition Wealth Management’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,581
| Closed | -$247K | – | 409 |
|
|
2024
Q1 | $247K | Buy |
1,581
+54
| +4% | +$8.43K | 0.03% | 335 |
|
|
2023
Q4 | $208K | Buy |
1,527
+174
| +13% | +$23.7K | 0.02% | 318 |
|
|
2023
Q3 | $143K | Buy |
1,353
+62
| +5% | +$6.55K | 0.02% | 356 |
|
|
2023
Q2 | $219K | Buy |
1,291
+8
| +0.6% | +$1.36K | 0.03% | 295 |
|
|
2023
Q1 | $270K | Buy |
1,283
+325
| +34% | +$68.4K | 0.03% | 254 |
|
|
2022
Q4 | $236K | Buy |
958
+3
| +0.3% | +$739 | 0.03% | 247 |
|
|
2022
Q3 | $229K | Buy |
955
+1
| +0.1% | +$240 | 0.03% | 238 |
|
|
2022
Q2 | $234K | Sell |
954
-1,113
| -54% | -$273K | 0.03% | 245 |
|
|
2022
Q1 | $460K | Hold |
2,067
| – | – | 0.06% | 200 |
|
|
2021
Q4 | $487K | Buy |
2,067
+1
| +0% | +$236 | 0.06% | 186 |
|
|
2021
Q3 | $438K | Buy |
2,066
+20
| +1% | +$4.24K | 0.06% | 183 |
|
|
2021
Q2 | $443K | Sell |
2,046
-10
| -0.5% | -$2.17K | 0.07% | 191 |
|
|
2021
Q1 | $417K | Hold |
2,056
| – | – | 0.07% | 173 |
|
|
2020
Q4 | $432K | Buy |
+2,056
| New | +$432K | 0.08% | 160 |
|