Allen Mooney & Barnes Investment Advisors’s Dollar General DG Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$307K	Sell	2,666 -654	-20%	-$74.3K	0.05%	128
2026 Q1	$394K	Buy	3,320 +234	+8%	+$33.4K	0.06%	113
2025 Q4	$410K	Sell	3,086 -33	-1%	-$3.68K	0.06%	112
2025 Q3	$322K	Sell	3,119 -131	-4%	-$14.4K	0.05%	126
2025 Q2	$372K	Sell	3,250 -135,125	-98%	-$13.4M	0.06%	114
2025 Q1	$12.2M	Buy	138,375 +5,698	+4%	+$431K	1.98%	19
2024 Q4	$10.1M	Sell	132,677 -9,497	-7%	-$748K	1.7%	25
2024 Q3	$12M	Buy	142,174 +140,462	+8,205%	+$15.4M	2.05%	16
2024 Q2	$226K	Sell	1,712 -45	-3%	-$6.28K	0.04%	143
2024 Q1	$271K	Buy	1,757 +171	+11%	+$24.3K	0.05%	138
2023 Q4	$216K	Buy	+1,586	New	+$192K	0.04%	149
2023 Q3	–	Sell	-1,327	Closed	-$225K	–	151
2023 Q2	$225K	Buy	+1,327	New	+$262K	0.05%	138
2022 Q3	–	Sell	-945	Closed	-$232K	–	136
2022 Q2	$232K	Buy	+945	New	+$221K	0.06%	125

Other funds holding DG

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return