Bogart Wealth LLC’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.02K | Buy |
61
+36
| +144% | +$4.09K | ﹤0.01% | 1112 |
|
|
2026
Q1 | $2.97K | Sell |
25
-29
| -54% | -$4.13K | ﹤0.01% | 1186 |
|
|
2025
Q4 | $7.14K | Hold |
54
| – | – | ﹤0.01% | 928 |
|
|
2025
Q3 | $5.54K | Buy |
54
+6
| +13% | +$658 | ﹤0.01% | 956 |
|
|
2025
Q2 | $5.54K | Sell |
48
-626
| -93% | -$62.1K | ﹤0.01% | 921 |
|
|
2025
Q1 | $59.3K | Buy |
674
+184
| +38% | +$13.9K | ﹤0.01% | 390 |
|
|
2024
Q4 | $37.2K | Buy |
490
+361
| +280% | +$28.4K | ﹤0.01% | 468 |
|
|
2024
Q3 | $10.9K | Buy |
129
+30
| +30% | +$3.29K | ﹤0.01% | 681 |
|
|
2024
Q2 | $13K | Sell |
99
-62
| -39% | -$8.66K | ﹤0.01% | 608 |
|
|
2024
Q1 | $25.1K | Sell |
161
-23,987
| -99% | -$3.41M | ﹤0.01% | 478 |
|
|
2023
Q4 | $3.28M | Buy |
24,148
+6,165
| +34% | +$748K | 0.19% | 98 |
|
|
2023
Q3 | $1.9M | Buy |
17,983
+1,558
| +9% | +$232K | 0.12% | 107 |
|
|
2023
Q2 | $2.79M | Buy |
16,425
+771
| +5% | +$152K | 0.18% | 98 |
|
|
2023
Q1 | $3.29M | Sell |
15,654
-235
| -1% | -$52.8K | 0.22% | 93 |
|
|
2022
Q4 | $3.91M | Buy |
15,889
+429
| +3% | +$106K | 0.27% | 81 |
|
|
2022
Q3 | $3.71M | Buy |
15,460
+1,285
| +9% | +$317K | 0.31% | 68 |
|
|
2022
Q2 | $3.48M | Buy |
14,175
+844
| +6% | +$197K | 0.31% | 72 |
|
|
2022
Q1 | $2.97M | Buy |
13,331
+961
| +8% | +$204K | 0.25% | 79 |
|
|
2021
Q4 | $2.92M | Buy |
12,370
+2,427
| +24% | +$536K | 0.26% | 79 |
|
|
2021
Q3 | $2.11M | Buy |
9,943
+1,809
| +22% | +$408K | 0.21% | 90 |
|
|
2021
Q2 | $1.76M | Buy |
8,134
+1,457
| +22% | +$306K | 0.19% | 97 |
|
|
2021
Q1 | $1.35M | Buy |
6,677
+2,125
| +47% | +$422K | 0.19% | 96 |
|
|
2020
Q4 | $957K | Buy |
4,552
+754
| +20% | +$161K | 0.18% | 93 |
|
|
2020
Q3 | $796K | Buy |
3,798
+604
| +19% | +$119K | 0.18% | 80 |
|
|
2020
Q2 | $608K | Buy |
3,194
+452
| +16% | +$81.8K | 0.14% | 86 |
|
|
2020
Q1 | $414K | Buy |
2,742
+561
| +26% | +$86.6K | 0.11% | 91 |
|
|
2019
Q4 | $340K | Buy |
2,181
+97
| +5% | +$15.4K | 0.11% | 93 |
|
|
2019
Q3 | $331K | Buy |
2,084
+117
| +6% | +$16.9K | 0.16% | 75 |
|
|
2019
Q2 | $265K | Buy |
1,967
+420
| +27% | +$53.1K | 0.16% | 79 |
|
|
2019
Q1 | $184K | Buy |
1,547
+326
| +27% | +$37.9K | 0.09% | 92 |
|
|
2018
Q4 | $131K | Buy |
1,221
+143
| +13% | +$15.5K | 0.07% | 95 |
|
|
2018
Q3 | $118K | Buy |
1,078
+67
| +7% | +$6.96K | 0.07% | 95 |
|
|
2018
Q2 | $99K | Buy |
1,011
+206
| +26% | +$19.8K | 0.06% | 98 |
|
|
2018
Q1 | $78K | Buy |
805
+260
| +48% | +$25K | 0.05% | 107 |
|
|
2017
Q4 | $51K | Buy |
545
+57
| +12% | +$4.9K | 0.03% | 140 |
|
|
2017
Q3 | $39K | Buy |
+488
| New | +$36.6K | 0.03% | 152 |
|
Other funds holding DG
Bogart Wealth LLC's DG Position: Q2 2026 in Review
Bogart Wealth LLC increased its Dollar General (DG) stake by 144% in Q2 2026, buying an estimated $4.09K and bringing the position to 61 shares worth $7.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1112.
Bogart Wealth LLC first reported a position in DG in Q3 2017 and has held it in 36 quarters since. The position peaked at $3.91M in Q4 2022. 1,127 funds tracked by Wall St. Rank hold DG as of Q2 2026.
- Bogart Wealth LLC held 61 shares of Dollar General worth $7.02K as of Q2 2026.
- Bogart Wealth LLC bought 36 Dollar General shares in Q2 2026, an estimated $4.09K.
- Dollar General made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1112 holding.
- Bogart Wealth LLC first reported a position in Dollar General in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's Dollar General position peaked at $3.91M in Q4 2022.
- 1,127 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.