Heartwood Wealth Advisors’s Dollar General DG Stock Holding History

Heartwood Wealth Advisors’s Portfolio DG Stock Details DG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$107K	Buy
2023 Q2	–	Sell
2023 Q1	$210K	Hold
2022 Q4	$246K	Hold
2022 Q3	$240K	Sell
2022 Q2	$248K	Hold
2022 Q1	$225K	Buy