Creative Financial Designs’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	$17.7K	Buy	149 +9	+6%	+$1.28K	﹤0.01%	1239
2025 Q4	$18.6K	Hold	140	–	–	﹤0.01%	1174
2025 Q3	$14.5K	Hold	140	–	–	﹤0.01%	1254
2025 Q2	$16K	Sell	140 -19	-12%	-$1.89K	﹤0.01%	1208
2025 Q1	$14K	Sell	159 -42	-21%	-$3.18K	﹤0.01%	1194
2024 Q4	$15.2K	Buy	201 +1	+0.5%	+$79	﹤0.01%	1113
2024 Q3	$16.9K	Sell	200 -7	-3%	-$767	﹤0.01%	1070
2024 Q2	$27.4K	Buy	207 +20	+11%	+$2.79K	﹤0.01%	922
2024 Q1	$29.1K	Sell	187 -111	-37%	-$15.8K	﹤0.01%	873
2023 Q4	$40.6K	Buy	298 +104	+54%	+$12.6K	﹤0.01%	738
2023 Q3	$20.6K	Hold	194	–	–	﹤0.01%	845
2023 Q2	$33K	Hold	194	–	–	﹤0.01%	739
2023 Q1	$40.8K	Buy	194 +13	+7%	+$2.92K	0.01%	641
2022 Q4	$44.5K	Buy	181 +1	+0.6%	+$247	0.01%	593
2022 Q3	$43K	Buy	180 +1	+0.6%	+$247	0.01%	583
2022 Q2	$44K	Buy	179 +12	+7%	+$2.8K	0.01%	574
2022 Q1	$37K	Hold	167	–	–	0.01%	618
2021 Q4	$39K	Sell	167 -48	-22%	-$10.6K	0.01%	616
2021 Q3	$46K	Buy	215 +47	+28%	+$10.6K	0.01%	633
2021 Q2	$36K	Hold	168	–	–	0.01%	689
2021 Q1	$34K	Hold	168	–	–	0.01%	650
2020 Q4	$35K	Sell	168 -20	-11%	-$4.27K	0.01%	583
2020 Q3	$39K	Sell	188 -13	-6%	-$2.56K	0.01%	513
2020 Q2	$38K	Buy	+201	New	+$36.4K	0.01%	464
2019 Q1	–	Sell	-30	Closed	-$3K	–	580
2018 Q4	$3K	Sell	30 -43	-59%	-$4.66K	﹤0.01%	473
2018 Q3	$8K	Sell	73 -123	-63%	-$12.8K	﹤0.01%	456
2018 Q2	$19K	Buy	+196	New	+$18.9K	0.01%	367
2017 Q4	–	Sell	-130	Closed	-$11K	–	713
2017 Q3	$11K	Hold	130	–	–	0.01%	401
2017 Q2	$9K	Hold	130	–	–	0.01%	427
2017 Q1	$9K	Buy	+130	New	+$9.52K	0.01%	409