United Capital Financial 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 | $1.16M | Buy |
10,110
+1,205
| +14% | +$138K | 0.01% | 548 |
|
|
2025
Q1 | $783K | Buy |
8,905
+3,027
| +51% | +$266K | 0.01% | 616 |
|
|
2024
Q4 | $446K | Buy |
5,878
+3,210
| +120% | +$243K | ﹤0.01% | 758 |
|
|
2024
Q3 | $226K | Sell |
2,668
-95,434
| -97% | -$8.07M | ﹤0.01% | 967 |
|
|
2024
Q2 | $13M | Sell |
98,102
-3,936
| -4% | -$520K | 0.11% | 157 |
|
|
2024
Q1 | $15.9M | Sell |
102,038
-1,130
| -1% | -$176K | 0.13% | 147 |
|
|
2023
Q4 | $14M | Sell |
103,168
-59,880
| -37% | -$8.14M | 0.12% | 155 |
|
|
2023
Q3 | $17.3M | Buy |
163,048
+5,217
| +3% | +$552K | 0.11% | 168 |
|
|
2023
Q2 | $26.8M | Buy |
157,831
+8,931
| +6% | +$1.52M | 0.15% | 128 |
|
|
2023
Q1 | $31.3M | Buy |
148,900
+1,715
| +1% | +$361K | 0.17% | 114 |
|
|
2022
Q4 | $36.2M | Sell |
147,185
-2,191
| -1% | -$540K | 0.2% | 102 |
|
|
2022
Q3 | $35.8M | Sell |
149,376
-2,438
| -2% | -$585K | 0.21% | 98 |
|
|
2022
Q2 | $37.3M | Sell |
151,814
-7,638
| -5% | -$1.87M | 0.2% | 99 |
|
|
2022
Q1 | $35.5M | Buy |
159,452
+520
| +0.3% | +$116K | 0.17% | 122 |
|
|
2021
Q4 | $37.5M | Buy |
158,932
+5,267
| +3% | +$1.24M | 0.17% | 124 |
|
|
2021
Q3 | $32.6M | Buy |
153,665
+2,685
| +2% | +$570K | 0.16% | 128 |
|
|
2021
Q2 | $32.7M | Buy |
150,980
+4,224
| +3% | +$914K | 0.16% | 131 |
|
|
2021
Q1 | $29.7M | Buy |
146,756
+270
| +0.2% | +$54.7K | 0.16% | 130 |
|
|
2020
Q4 | $30.8M | Sell |
146,486
-2,515
| -2% | -$529K | 0.19% | 122 |
|
|
2020
Q3 | $31.2M | Sell |
149,001
-3,147
| -2% | -$660K | 0.2% | 112 |
|
|
2020
Q2 | $29M | Sell |
152,148
-7,674
| -5% | -$1.46M | 0.21% | 104 |
|
|
2020
Q1 | $24.1M | Buy |
159,822
+15,269
| +11% | +$2.31M | 0.2% | 109 |
|
|
2019
Q4 | $22.5M | Buy |
144,553
+8,624
| +6% | +$1.35M | 0.15% | 165 |
|
|
2019
Q3 | $21.6M | Buy |
135,929
+125,320
| +1,181% | +$19.9M | 0.15% | 158 |
|
|
2019
Q2 | $1.43M | Sell |
10,609
-951
| -8% | -$129K | 0.01% | 697 |
|
|
2019
Q1 | $1.38M | Sell |
11,560
-2,651
| -19% | -$316K | 0.01% | 683 |
|
|
2018
Q4 | $1.54M | Sell |
14,211
-214
| -1% | -$23.1K | 0.01% | 621 |
|
|
2018
Q3 | $1.58M | Buy |
14,425
+267
| +2% | +$29.2K | 0.01% | 659 |
|
|
2018
Q2 | $1.4M | Sell |
14,158
-425
| -3% | -$41.9K | 0.01% | 677 |
|
|
2018
Q1 | $1.36M | Buy |
14,583
+1,051
| +8% | +$98.3K | 0.01% | 689 |
|
|
2017
Q4 | $1.25M | Sell |
13,532
-960
| -7% | -$88.9K | 0.01% | 727 |
|
|
2017
Q3 | $1.18M | Sell |
14,492
-21,589
| -60% | -$1.75M | 0.01% | 732 |
|
|
2017
Q2 | $2.6M | Buy |
36,081
+21,541
| +148% | +$1.55M | 0.02% | 515 |
|
|
2017
Q1 | $1.01M | Buy |
14,540
+118
| +0.8% | +$8.23K | 0.01% | 738 |
|
|
2016
Q4 | $1.07M | Buy |
14,422
+2,850
| +25% | +$211K | 0.01% | 740 |
|
|
2016
Q3 | $810K | Buy |
11,572
+7,768
| +204% | +$544K | 0.01% | 828 |
|
|
2016
Q2 | $358K | Buy |
+3,804
| New | +$358K | ﹤0.01% | 998 |
|
|
2015
Q3 | – | Sell |
-5,668
| Closed | -$441K | – | 1258 |
|
|
2015
Q2 | $441K | Buy |
5,668
+2,161
| +62% | +$168K | 0.01% | 960 |
|
|
2015
Q1 | $255K | Buy |
+3,507
| New | +$255K | ﹤0.01% | 1113 |
|