Wealth Quarterback’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 |
-1,855
| Closed | -$290K | – | 126 |
|
|
2024
Q1 | $290K | Sell |
1,855
-4,585
| -71% | -$716K | 0.16% | 92 |
|
|
2023
Q4 | $875K | Buy |
6,440
+1,429
| +29% | +$194K | 0.53% | 42 |
|
|
2023
Q3 | $530K | Buy |
5,011
+1,659
| +49% | +$176K | 0.46% | 57 |
|
|
2023
Q2 | $569K | Buy |
3,352
+53
| +2% | +$9K | 0.39% | 55 |
|
|
2023
Q1 | $694K | Buy |
3,299
+274
| +9% | +$57.7K | 0.59% | 39 |
|
|
2022
Q4 | $745K | Buy |
+3,025
| New | +$745K | 0.62% | 37 |
|
|
2021
Q3 | $201K | Buy |
1,002
+2
| +0.2% | +$401 | 0.13% | 110 |
|
|
2021
Q2 | $217K | Buy |
+1,000
| New | +$217K | 0.13% | 109 |
|
|
2020
Q4 | $211K | Sell |
1,004
-431
| -30% | -$90.6K | 0.18% | 100 |
|
|
2020
Q3 | $273K | Hold |
1,435
| – | – | 0.25% | 88 |
|
|
2020
Q2 | $273K | Sell |
1,435
-747
| -34% | -$142K | 0.25% | 88 |
|
|
2020
Q1 | $317K | Sell |
2,182
-63,064
| -97% | -$9.17M | 0.29% | 73 |
|
|
2019
Q4 | $519K | Buy |
+65,246
| New | +$519K | 0.45% | 51 |
|