Wealth Alliance’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 |
-3,769
| Closed | -$588K | – | 522 |
|
|
2024
Q1 | $588K | Buy |
3,769
+785
| +26% | +$123K | 0.08% | 243 |
|
|
2023
Q4 | $406K | Sell |
2,984
-114
| -4% | -$15.5K | 0.06% | 300 |
|
|
2023
Q3 | $328K | Buy |
3,098
+335
| +12% | +$35.4K | 0.05% | 329 |
|
|
2023
Q2 | $469K | Sell |
2,763
-3,046
| -52% | -$517K | 0.07% | 260 |
|
|
2023
Q1 | $1.22M | Buy |
5,809
+1,648
| +40% | +$347K | 0.2% | 116 |
|
|
2022
Q4 | $1.02M | Buy |
4,161
+1,372
| +49% | +$338K | 0.18% | 129 |
|
|
2022
Q3 | $669K | Sell |
2,789
-122
| -4% | -$29.3K | 0.13% | 170 |
|
|
2022
Q2 | $715K | Sell |
2,911
-122
| -4% | -$30K | 0.14% | 163 |
|
|
2022
Q1 | $675K | Buy |
3,033
+24
| +0.8% | +$5.34K | 0.14% | 163 |
|
|
2021
Q4 | $710K | Sell |
3,009
-57
| -2% | -$13.5K | 0.14% | 163 |
|
|
2021
Q3 | $650K | Buy |
3,066
+456
| +17% | +$96.7K | 0.15% | 160 |
|
|
2021
Q2 | $565K | Buy |
2,610
+1,508
| +137% | +$326K | 0.13% | 177 |
|
|
2021
Q1 | $223K | Sell |
1,102
-1,066
| -49% | -$216K | 0.06% | 359 |
|
|
2020
Q4 | $456K | Buy |
2,168
+483
| +29% | +$102K | 0.13% | 182 |
|
|
2020
Q3 | $353K | Buy |
1,685
+69
| +4% | +$14.5K | 0.13% | 195 |
|
|
2020
Q2 | $308K | Sell |
1,616
-295
| -15% | -$56.2K | 0.12% | 212 |
|
|
2020
Q1 | $289K | Buy |
+1,911
| New | +$289K | 0.16% | 164 |
|