GWANC
Guardian Wealth Advisors (North Carolina)’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
+1,874
| New | +$214K | 0.02% | 320 |
|
|
2024
Q3 | – | Sell |
-1,588
| Closed | -$210K | – | 455 |
|
|
2024
Q2 | $210K | Sell |
1,588
-196
| -11% | -$25.9K | 0.02% | 252 |
|
|
2024
Q1 | $278K | Sell |
1,784
-448
| -20% | -$69.9K | 0.03% | 217 |
|
|
2023
Q4 | $303K | Sell |
2,232
-1,374
| -38% | -$187K | 0.05% | 191 |
|
|
2023
Q3 | $381K | Sell |
3,606
-3,161
| -47% | -$334K | 0.06% | 150 |
|
|
2023
Q2 | $1.15M | Buy |
6,767
+734
| +12% | +$125K | 0.2% | 69 |
|
|
2023
Q1 | $1.27M | Buy |
6,033
+1,223
| +25% | +$257K | 0.22% | 59 |
|
|
2022
Q4 | $1.19M | Sell |
4,810
-166
| -3% | -$41K | 0.23% | 58 |
|
|
2022
Q3 | $1.19M | Sell |
4,976
-130
| -3% | -$31.2K | 0.22% | 53 |
|
|
2022
Q2 | $1.25M | Buy |
5,106
+2,677
| +110% | +$657K | 0.23% | 48 |
|
|
2022
Q1 | $541K | Buy |
2,429
+21
| +0.9% | +$4.68K | 0.23% | 76 |
|
|
2021
Q4 | $568K | Buy |
+2,408
| New | +$568K | 0.24% | 72 |
|