Cetera Trust Company’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
$125K Sell
1,050
-4,975
-83% -$709K 0.07% 187
2025
Q4
$800K Buy
6,025
+340
+6% +$37.9K 0.43% 50
2025
Q3
$588K Buy
5,685
+775
+16% +$85K 0.33% 60
2025
Q2
$562K Buy
4,910
+900
+22% +$89.3K 0.34% 59
2025
Q1
$353K Sell
4,010
-1,050
-21% -$79.5K 0.22% 77
2024
Q4
$384K Sell
5,060
-4,425
-47% -$349K 0.25% 67
2024
Q3
$802K Buy
9,485
+3,860
+69% +$423K 0.49% 50
2024
Q2
$744K Sell
5,625
-600
-10% -$83.8K 0.47% 51
2024
Q1
$971K Buy
6,225
+1,235
+25% +$176K 0.58% 43
2023
Q4
$678K Buy
+4,990
New +$605K 0.42% 54

Other funds holding DG