FLP Wealth Management’s Dollar General DG Stock Holding History

FLP Wealth Management’s Portfolio DG Stock Details DG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-126	Closed	-$9.55K	–	144
2024 Q4	$9.55K	Buy	+126	New	+$9.93K	0.02%	245

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FLP Wealth Management's DG Position: Q1 2025 in Review

FLP Wealth Management sold out of Dollar General (DG) in Q1 2025, closing a stake of 126 shares — an estimated $9.55K sold.

FLP Wealth Management first reported a position in DG in Q4 2024 and held it in 1 quarter. The position peaked at $9.55K in Q4 2024. 912 funds tracked by Wall St. Rank hold DG as of Q1 2025.

FLP Wealth Management reported no remaining Dollar General position as of Q1 2025 after selling out during the quarter.
FLP Wealth Management sold 126 Dollar General shares in Q1 2025, an estimated $9.55K.
FLP Wealth Management first reported a position in Dollar General in Q4 2024 and held it in 1 quarter.
FLP Wealth Management's Dollar General position peaked at $9.55K in Q4 2024.
912 funds tracked by Wall St. Rank held Dollar General as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.