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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

DG holding history

Dollar General Corp in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DG overviewAll 13F holders of DGFull Q4 2024 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of DG by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−3,235−100.0%Sold outHolders
Q2 20233,235$549.3K0.1%+58+1.8%AddedHolders
Q1 20233,177$668.7K0.1%+17+0.5%AddedHolders
Q4 20223,160$778.2K0.2%+138+4.6%AddedHolders
Q3 20223,022$725.0K0.2%+125+4.3%AddedHolders
Q2 20222,897$711.0K0.2%+45+1.6%AddedHolders
Q1 20222,852$635.0K0.1%+29+1.0%AddedHolders
Q4 20212,823$666.0K0.1%+27+1.0%AddedHolders
Q3 20212,796$593.0K0.1%+41+1.5%AddedHolders
Q2 20212,755$596.0K0.1%+46+1.7%AddedHolders
Q1 20212,709$549.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.