EverSource Wealth Advisors’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	$1.01M	Buy	8,507 +2,163	+34%	+$308K	0.03%	376
2025 Q4	$842K	Buy	6,344 +1,833	+41%	+$204K	0.03%	383
2025 Q3	$466K	Buy	4,511 +617	+16%	+$67.6K	0.02%	527
2025 Q2	$445K	Buy	3,894 +1,698	+77%	+$169K	0.02%	501
2025 Q1	$193K	Buy	2,196 +230	+12%	+$17.4K	0.01%	673
2024 Q4	$149K	Sell	1,966 -227	-10%	-$17.9K	0.01%	768
2024 Q3	$185K	Sell	2,193 -791	-27%	-$86.7K	0.01%	584
2024 Q2	$359K	Sell	2,984 -628	-17%	-$87.7K	0.02%	385
2024 Q1	$503K	Sell	3,612 -156	-4%	-$22.2K	0.04%	269
2023 Q4	$512K	Buy	3,768 +147	+4%	+$17.8K	0.05%	243
2023 Q3	$383K	Sell	3,621 -38,208	-91%	-$5.7M	0.04%	259
2023 Q2	$7.1M	Buy	41,829 +6,737	+19%	+$1.33M	0.78%	26
2023 Q1	$7.39M	Buy	35,092 +5,945	+20%	+$1.33M	0.92%	24
2022 Q4	$7.18M	Buy	29,147 +26,896	+1,195%	+$6.65M	1.09%	17
2022 Q3	$540K	Sell	2,251 -390	-15%	-$96.2K	0.12%	163
2022 Q2	$647K	Buy	2,641 +150	+6%	+$35K	0.17%	115
2022 Q1	$555K	Buy	2,491 +596	+31%	+$127K	0.14%	136
2021 Q4	$446K	Buy	+1,895	New	+$419K	0.12%	129