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Avantax Advisory Services’s Dollar General DG Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$1.43M Buy
12,486
+1,924
+18% +$191K 0.01% 968
2025
Q1 		$929K Buy
10,562
+918
+10% +$69.5K 0.01% 1133
2024
Q4 		$731K Sell
9,644
-1,717
-15% -$135K ﹤0.01% 1215
2024
Q3 		$961K Buy
11,361
+316
+3% +$34.6K 0.01% 1047
2024
Q2 		$1.46M Buy
11,045
+2,453
+29% +$343K 0.01% 790
2024
Q1 		$1.34M Sell
8,592
-965
-10% -$137K 0.01% 655
2023
Q4 		$1.3M Buy
9,557
+407
+4% +$49.4K 0.01% 628
2023
Q3 		$968K Sell
9,150
-648
-7% -$96.6K 0.01% 706
2023
Q2 		$1.66M Buy
9,798
+2,949
+43% +$583K 0.02% 514
2023
Q1 		$1.44M Buy
6,849
+2,461
+56% +$552K 0.02% 542
2022
Q4 		$1.08M Buy
4,388
+1,618
+58% +$400K 0.01% 620
2022
Q3 		$664K Buy
2,770
+250
+10% +$61.7K 0.01% 672
2022
Q2 		$618K Buy
2,520
+548
+28% +$128K 0.01% 695
2022
Q1 		$436K Sell
1,972
-182
-8% -$38.7K 0.01% 844
2021
Q4 		$508K Buy
2,154
+53
+3% +$11.7K 0.01% 755
2021
Q3 		$443K Sell
2,101
-297
-12% -$67K 0.01% 757
2021
Q2 		$519K Buy
2,398
+125
+5% +$26.3K 0.01% 699
2021
Q1 		$461K Buy
2,273
+38
+2% +$7.55K 0.01% 647
2020
Q4 		$472K Sell
2,235
-6,660
-75% -$1.42M 0.01% 574
2020
Q3 		$1.86M Buy
8,895
+6,530
+276% +$1.28M 0.03% 375
2020
Q2 		$450K Buy
2,365
+124
+6% +$22.4K 0.01% 507
2020
Q1 		$339K Buy
2,241
+466
+26% +$71.9K 0.01% 538
2019
Q4 		$278K Buy
1,775
+252
+17% +$40K 0.01% 650
2019
Q3 		$243K Buy
+1,523
New +$220K 0.01% 485
2019
Q2 		– Sell
-2,483
Closed -$296K – 524
2019
Q1 		$296K Buy
+2,483
New +$289K 0.02% 359

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AACR
ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Avantax Advisory Services's DG Position: Q2 2025 in Review

Avantax Advisory Services increased its Dollar General (DG) stake by 18% in Q2 2025, buying an estimated $191K and bringing the position to 12,486 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #968.

Avantax Advisory Services first reported a position in DG in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.86M in Q3 2020. 1,020 funds tracked by Wall St. Rank hold DG as of Q2 2025.

  • Avantax Advisory Services held 12,486 shares of Dollar General worth $1.43M as of Q2 2025.
  • Avantax Advisory Services bought 1,924 Dollar General shares in Q2 2025, an estimated $191K.
  • Dollar General made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #968 holding.
  • Avantax Advisory Services first reported a position in Dollar General in Q1 2019 and has held it in 25 quarters since.
  • Avantax Advisory Services's Dollar General position peaked at $1.86M in Q3 2020.
  • 1,020 funds tracked by Wall St. Rank held Dollar General as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.