A detailed history of Forum Financial Management, LP transactions in Dollar General Corp stock. As of the latest transaction made, Forum Financial Management, LP holds 1,742 shares of DG stock, worth $150,717. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,742
Previous 1,750 0.46%
Holding current value
$150,717
Previous $273,000 15.75%
% of portfolio
0.0%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$124.12 - $159.55 $992 - $1,276
-8 Reduced 0.46%
1,742 $230,000
Q1 2024

May 09, 2024

SELL
$130.67 - $161.22 $11,890 - $14,671
-91 Reduced 4.94%
1,750 $273,000
Q4 2023

Feb 07, 2024

BUY
$101.83 - $135.95 $187,469 - $250,283
1,841 New
1,841 $250,000
Q1 2023

Apr 19, 2023

BUY
$202.85 - $248.61 $1,622 - $1,988
8 Added 0.81%
996 $209,000
Q4 2022

Jan 24, 2023

SELL
$236.4 - $260.44 $4,491 - $4,948
-19 Reduced 1.89%
988 $0
Q2 2022

Aug 15, 2022

SELL
$187.6 - $259.04 $36,206 - $49,994
-193 Reduced 16.08%
1,007 $247,000
Q1 2022

May 16, 2022

BUY
$188.34 - $238.27 $16,950 - $21,444
90 Added 8.11%
1,200 $267,000
Q4 2021

Feb 18, 2022

BUY
$205.61 - $235.83 $228,227 - $261,771
1,110 New
1,110 $262,000

Others Institutions Holding DG

About DOLLAR GENERAL CORP


  • Ticker DG
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 225,572,000
  • Market Cap $19.5B
  • Description
  • Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, Midwestern, and eastern United States. It offers consumable products, including paper and cleaning products, such as paper towels, bath tissues, paper dinnerware, trash and storage bags, disinfectants, and laundry products; packa...
More about DG
Track This Portfolio

Track Forum Financial Management, LP Portfolio

Follow Forum Financial Management, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Forum Financial Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Forum Financial Management, LP with notifications on news.