A detailed history of Mount Yale Investment Advisors, LLC transactions in Dollar General Corp stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 54,449 shares of DG stock, worth $4.02 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
54,449
Previous 38,643 40.9%
Holding current value
$4.02 Million
Previous $5.11 Million 9.88%
% of portfolio
0.45%
Previous 0.41%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$80.41 - $132.42 $1.27 Million - $2.09 Million
15,806 Added 40.9%
54,449 $4.6 Million
Q2 2024

Aug 13, 2024

SELL
$124.12 - $159.55 $619,855 - $796,792
-4,994 Reduced 11.44%
38,643 $5.11 Million
Q1 2024

May 15, 2024

BUY
$130.67 - $161.22 $2.45 Million - $3.03 Million
18,782 Added 75.57%
43,637 $6.81 Million
Q4 2023

Feb 12, 2024

SELL
$101.83 - $135.95 $1.55 Million - $2.07 Million
-15,230 Reduced 37.99%
24,855 $3.38 Million
Q3 2023

Oct 11, 2023

BUY
$104.34 - $170.59 $3.94 Million - $6.45 Million
37,792 Added 1648.15%
40,085 $4.24 Million
Q2 2023

Aug 14, 2023

BUY
$153.05 - $222.43 $141,112 - $205,080
922 Added 67.25%
2,293 $389,000
Q1 2023

May 11, 2023

BUY
$202.85 - $248.61 $278,107 - $340,844
1,371 New
1,371 $288,000
Q2 2022

Aug 02, 2022

SELL
$187.6 - $259.04 $19,698 - $27,199
-105 Reduced 4.2%
2,396 $588,000
Q1 2022

May 03, 2022

SELL
$188.34 - $238.27 $31,641 - $40,029
-168 Reduced 6.29%
2,501 $557,000
Q4 2021

Feb 02, 2022

SELL
$205.61 - $235.83 $7,607 - $8,725
-37 Reduced 1.37%
2,669 $629,000
Q3 2021

Nov 02, 2021

SELL
$212.14 - $238.22 $39,882 - $44,785
-188 Reduced 6.5%
2,706 $574,000
Q2 2021

Aug 04, 2021

BUY
$197.15 - $220.2 $11,829 - $13,212
60 Added 2.12%
2,894 $626,000
Q1 2021

May 04, 2021

SELL
$178.14 - $218.38 $5,878 - $7,206
-33 Reduced 1.15%
2,834 $574,000
Q4 2020

Feb 12, 2021

SELL
$205.87 - $223.0 $31,909 - $34,565
-155 Reduced 5.13%
2,867 $603,000
Q3 2020

Nov 16, 2020

BUY
$186.46 - $209.8 $25,172 - $28,323
135 Added 4.68%
3,022 $633,000
Q2 2020

Jul 09, 2020

BUY
$153.16 - $192.14 $442,172 - $554,708
2,887 New
2,887 $550,000
Q4 2018

Feb 14, 2019

SELL
$98.85 - $117.53 $24,218 - $28,794
-245 Closed
0 $0
Q3 2018

Nov 13, 2018

BUY
$96.65 - $111.45 $23,679 - $27,305
245 New
245 $28,000

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 $16.7B
  • 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 Mount Yale Investment Advisors, LLC Portfolio

Follow Mount Yale Investment Advisors, LLC 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 Mount Yale Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mount Yale Investment Advisors, LLC with notifications on news.