Golden State Wealth 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	$61.3K	Sell	515 -15	-3%	-$2.14K	0.01%	635
2025 Q4	$70.5K	Buy	530 +1	+0.2%	+$112	0.01%	605
2025 Q3	$54.7K	Buy	529 +343	+184%	+$37.6K	0.01%	648
2025 Q2	$21.3K	Sell	186 -15	-7%	-$1.49K	﹤0.01%	870
2025 Q1	$17.7K	Hold	201	–	–	﹤0.01%	834
2024 Q4	$15.2K	Buy	+201	New	+$15.8K	﹤0.01%	837
2020 Q2	–	Sell	-93	Closed	-$14K	–	344
2020 Q1	$14K	Buy	+93	New	+$14.4K	0.01%	555
2019 Q4	–	Sell	-80	Closed	-$13K	–	244
2019 Q3	$13K	Buy	80 +40	+100%	+$5.79K	﹤0.01%	687
2019 Q2	$5K	Sell	40 -50	-56%	-$6.32K	﹤0.01%	866
2019 Q1	$11K	Buy	+90	New	+$10.5K	﹤0.01%	760