Forum Financial Management’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	–	Sell	-6,414	Closed	-$852K	–	511
2025 Q4	$852K	Buy	6,414 +813	+15%	+$90.7K	0.01%	291
2025 Q3	$579K	Buy	5,601 +2,713	+94%	+$297K	0.01%	399
2025 Q2	$330K	Buy	+2,888	New	+$287K	0.01%	622
2025 Q1	–	Sell	-3,231	Closed	-$245K	–	879
2024 Q4	$245K	Buy	+3,231	New	+$255K	﹤0.01%	742
2024 Q3	–	Sell	-1,742	Closed	-$230K	–	772
2024 Q2	$230K	Sell	1,742 -8	-0.5%	-$1.12K	﹤0.01%	602
2024 Q1	$273K	Sell	1,750 -91	-5%	-$12.9K	﹤0.01%	538
2023 Q4	$250K	Buy	+1,841	New	+$223K	﹤0.01%	539
2023 Q2	–	Sell	-996	Closed	-$210K	–	666
2023 Q1	$210K	Buy	996 +8	+0.8%	+$1.8K	0.01%	546
2022 Q4	$243K	Sell	988 -19	-2%	-$4.7K	0.01%	467
2022 Q3	$242K	Hold	1,007	–	–	0.01%	425
2022 Q2	$247K	Sell	1,007 -193	-16%	-$45.1K	0.01%	432
2022 Q1	$267K	Buy	1,200 +90	+8%	+$19.1K	0.01%	452
2021 Q4	$262K	Buy	+1,110	New	+$245K	0.01%	479