VisionPoint Advisory Group’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-18,589
| Closed | -$1.57M | – | 299 |
|
|
2024
Q3 | $1.57M | Buy |
18,589
+4,058
| +28% | +$343K | 0.53% | 56 |
|
|
2024
Q2 | $1.92M | Buy |
14,531
+1,813
| +14% | +$240K | 0.68% | 39 |
|
|
2024
Q1 | $1.98M | Buy |
12,718
+1,692
| +15% | +$264K | 0.72% | 34 |
|
|
2023
Q4 | $1.5M | Buy |
11,026
+2,200
| +25% | +$299K | 0.55% | 54 |
|
|
2023
Q3 | $934K | Buy |
8,826
+1,540
| +21% | +$163K | 0.4% | 68 |
|
|
2023
Q2 | $1.24M | Buy |
7,286
+5,866
| +413% | +$996K | 0.51% | 58 |
|
|
2023
Q1 | $308K | Buy |
+1,420
| New | +$308K | 0.14% | 116 |
|