Guardian Wealth Advisors (North Carolina)’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	$220K	Sell	1,857 -91	-5%	-$13K	0.01%	333
2025 Q4	$259K	Sell	1,948 -12	-0.6%	-$1.34K	0.02%	317
2025 Q3	$203K	Buy	1,960 +86	+5%	+$9.43K	0.01%	347
2025 Q2	$214K	Buy	+1,874	New	+$186K	0.02%	320
2024 Q3	–	Sell	-1,588	Closed	-$210K	–	456
2024 Q2	$210K	Sell	1,588 -196	-11%	-$27.4K	0.02%	252
2024 Q1	$278K	Sell	1,784 -448	-20%	-$63.7K	0.03%	217
2023 Q4	$303K	Sell	2,232 -1,374	-38%	-$167K	0.05%	191
2023 Q3	$381K	Sell	3,606 -3,161	-47%	-$471K	0.06%	150
2023 Q2	$1.15M	Buy	6,767 +734	+12%	+$145K	0.2%	69
2023 Q1	$1.27M	Buy	6,033 +1,223	+25%	+$275K	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%	-$32.1K	0.22%	53
2022 Q2	$1.25M	Buy	5,106 +2,677	+110%	+$625K	0.23%	48
2022 Q1	$541K	Buy	2,429 +21	+0.9%	+$4.46K	0.23%	76
2021 Q4	$568K	Buy	+2,408	New	+$532K	0.24%	72