Valeo Financial Advisors’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $238K | Sell |
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|
2025
Q2 | $292K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $250K | Sell |
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|
2024
Q2 | $616K | Buy |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $676K | Buy |
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|
2022
Q4 | $406K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $257K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $206K | Sell |
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|
2021
Q1 | $206K | Sell |
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|
2020
Q4 | $218K | Buy |
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|
2020
Q3 | $158K | Sell |
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|
2020
Q2 | $162K | Buy |
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|
2020
Q1 | $34K | Sell |
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|
2019
Q4 | $51K | Sell |
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|
2019
Q3 | $56K | Buy |
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|
2019
Q2 | $44K | Sell |
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|
2019
Q1 | $62K | Sell |
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|
2018
Q4 | $149K | Buy |
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|
2018
Q3 | $97K | Buy |
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|
2018
Q2 | $18K | Buy |
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|
2018
Q1 | $14K | Buy |
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|
2017
Q4 | $10K | Sell |
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|
2017
Q3 | $12K | Buy |
|