Heritage Wealth Management (Ohio)’s Dollar General DG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$439K	Sell	3,840 -264	-6%	-$30.2K	0.14%	153
2025 Q1	$361K	Sell	4,104 -1,010	-20%	-$88.8K	0.12%	166
2024 Q4	$388K	Sell	5,114 -2,770	-35%	-$210K	0.13%	159
2024 Q3	$667K	Sell	7,884 -389	-5%	-$32.9K	0.22%	117
2024 Q2	$1.06M	Buy	+8,273	New	+$1.06M	0.36%	74