HHM Wealth Advisors’s Dollar General DG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.6K	Hold	66	–	–	﹤0.01%	668
2026 Q1	$7.84K	Hold	66	–	–	﹤0.01%	665
2025 Q4	$8.77K	Sell	66 -400	-86%	-$44.6K	﹤0.01%	638
2025 Q3	$48.2K	Hold	466	–	–	0.01%	381
2025 Q2	$53.3K	Sell	466 -1	-0.2%	-$99	0.01%	363
2025 Q1	$41K	Sell	467 -28	-6%	-$2.12K	0.01%	392
2024 Q4	$37.5K	Buy	495 +66	+15%	+$5.2K	0.01%	401
2024 Q3	$36.3K	Sell	429 -49	-10%	-$5.37K	0.01%	381
2024 Q2	$63.2K	Hold	478	–	–	0.01%	304
2024 Q1	$74.6K	Hold	478	–	–	0.01%	247
2023 Q4	$65K	Sell	478 -6	-1%	-$728	0.01%	262
2023 Q3	$51.2K	Buy	484 +191	+65%	+$28.5K	0.01%	268
2023 Q2	$49.7K	Hold	293	–	–	0.01%	283
2023 Q1	$61.7K	Buy	293 +215	+276%	+$48.3K	0.01%	250
2022 Q4	$19.2K	Sell	78 -2	-3%	-$495	﹤0.01%	365
2022 Q3	$19K	Buy	80 +78	+3,900%	+$19.2K	0.01%	351
2022 Q2	$0	Buy	+2	New	+$467	﹤0.01%	786
2020 Q4	–	Sell	-120	Closed	-$25K	–	537
2020 Q3	$25K	Buy	+120	New	+$23.6K	0.01%	294

Other funds holding DG

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return