West Family Investments’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
+2,094
| New | +$240K | 0.06% | 305 |
|
|
2024
Q1 | – | Sell |
-1,668
| Closed | -$227K | – | 264 |
|
|
2023
Q4 | $227K | Buy |
+1,668
| New | +$227K | 0.08% | 202 |
|
|
2023
Q1 | – | Sell |
-2,517
| Closed | -$620K | – | 224 |
|
|
2022
Q4 | $620K | Sell |
2,517
-266
| -10% | -$65.5K | 0.21% | 85 |
|
|
2022
Q3 | $668K | Buy |
2,783
+120
| +5% | +$28.8K | 0.28% | 77 |
|
|
2022
Q2 | $654K | Buy |
2,663
+1,568
| +143% | +$385K | 0.26% | 77 |
|
|
2022
Q1 | $244K | Sell |
1,095
-2,717
| -71% | -$605K | 0.07% | 227 |
|
|
2021
Q4 | $899K | Sell |
3,812
-586
| -13% | -$138K | 0.25% | 73 |
|
|
2021
Q3 | $933K | Buy |
4,398
+313
| +8% | +$66.4K | 0.24% | 75 |
|
|
2021
Q2 | $884K | Buy |
+4,085
| New | +$884K | 0.24% | 61 |
|