Global Financial Private Client’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	$338K	Buy	+2,847	New	+$406K	0.11%	190
2025 Q2	–	Sell	-217	Closed	-$19.1K	–	575
2025 Q1	$19.1K	Sell	217 -93	-30%	-$7.04K	0.01%	455
2024 Q4	$23.5K	Sell	310 -15	-5%	-$1.18K	0.01%	407
2024 Q3	$27.5K	Buy	325 +19	+6%	+$2.08K	0.01%	386
2024 Q2	$40.5K	Sell	306 -40	-12%	-$5.59K	0.02%	319
2024 Q1	$54.4K	Hold	346	–	–	0.02%	301
2023 Q4	$47K	Hold	346	–	–	0.02%	304
2023 Q3	$35.9K	Hold	346	–	–	0.02%	316
2023 Q2	$59K	Sell	346 -13	-4%	-$2.57K	0.03%	273
2023 Q1	$76.1K	Hold	359	–	–	0.04%	239
2022 Q4	$88.4K	Buy	359 +13	+4%	+$3.21K	0.05%	211
2022 Q3	$85.3K	Hold	346	–	–	0.05%	209
2022 Q2	$85.2K	Hold	346	–	–	0.05%	203
2022 Q1	$78.3K	Hold	346	–	–	0.04%	227
2021 Q4	$81.6K	Buy	346 +40	+13%	+$8.83K	0.04%	227
2021 Q3	$64K	Hold	306	–	–	0.03%	228
2021 Q2	$66.7K	Hold	306	–	–	0.04%	218
2021 Q1	$61.9K	Hold	306	–	–	0.04%	190
2020 Q4	$64.4K	Buy	306 +6	+2%	+$1.28K	0.05%	171
2020 Q3	$63.5K	Hold	300	–	–	0.06%	165
2020 Q2	$57.3K	Buy	+300	New	+$54.3K	0.05%	191