U.S. Capital Wealth Advisors’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 | $238K | Buy |
+2,078
| New | +$238K | 0.01% | 783 |
|
|
2024
Q2 | – | Sell |
-1,301
| Closed | -$203K | – | 676 |
|
|
2024
Q1 | $203K | Sell |
1,301
-9,234
| -88% | -$1.44M | 0.01% | 645 |
|
|
2023
Q4 | $1.43M | Buy |
10,535
+8,534
| +426% | +$1.16M | 0.06% | 277 |
|
|
2023
Q3 | $212K | Buy |
2,001
+51
| +3% | +$5.4K | 0.01% | 589 |
|
|
2023
Q2 | $331K | Buy |
1,950
+89
| +5% | +$15.1K | 0.02% | 513 |
|
|
2023
Q1 | $392K | Sell |
1,861
-47
| -2% | -$9.89K | 0.02% | 485 |
|
|
2022
Q4 | $470K | Buy |
1,908
+23
| +1% | +$5.66K | 0.02% | 467 |
|
|
2022
Q3 | $452K | Sell |
1,885
-84
| -4% | -$20.1K | 0.02% | 460 |
|
|
2022
Q2 | $483K | Buy |
1,969
+157
| +9% | +$38.5K | 0.02% | 463 |
|
|
2022
Q1 | $403K | Buy |
1,812
+105
| +6% | +$23.4K | 0.01% | 549 |
|
|
2021
Q4 | $403K | Buy |
1,707
+148
| +9% | +$34.9K | 0.02% | 550 |
|
|
2021
Q3 | $331K | Buy |
+1,559
| New | +$331K | 0.01% | 590 |
|