Caldwell Sutter Capital’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 Q1	$324K	Sell	2,731 -456	-14%	-$65K	0.13%	160
2025 Q4	$423K	Hold	3,187	–	–	0.18%	134
2025 Q3	$329K	Sell	3,187 -400	-11%	-$43.9K	0.14%	155
2025 Q2	$410K	Sell	3,587 -144	-4%	-$14.3K	0.19%	126
2025 Q1	$328K	Sell	3,731 -200	-5%	-$15.1K	0.16%	145
2024 Q4	$298K	Sell	3,931 -500	-11%	-$39.4K	0.14%	158
2024 Q3	$375K	Sell	4,431 -200	-4%	-$21.9K	0.17%	133
2024 Q2	$612K	Hold	4,631	–	–	0.3%	91
2024 Q1	$723K	Sell	4,631 -524	-10%	-$74.5K	0.35%	80
2023 Q4	$701K	Hold	5,155	–	–	0.36%	81
2023 Q3	$545K	Buy	5,155 +5,130	+20,520%	+$765K	0.3%	90
2023 Q2	$4.25K	Buy	+25	New	+$4.94K	﹤0.01%	634