Valicenti Advisory Services’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 |
-7,056
| Closed | -$1.1M | – | 78 |
|
2024
Q1 | $1.1M | Sell |
7,056
-500
| -7% | -$78K | 0.31% | 54 |
|
2023
Q4 | $1.03M | Sell |
7,556
-164
| -2% | -$22.3K | 0.31% | 53 |
|
2023
Q3 | $817K | Sell |
7,720
-13,385
| -63% | -$1.42M | 0.28% | 56 |
|
2023
Q2 | $3.58M | Buy |
21,105
+8,715
| +70% | +$1.48M | 1.14% | 31 |
|
2023
Q1 | $2.61M | Buy |
+12,390
| New | +$2.61M | 0.87% | 38 |
|