JNBA Financial Advisors’s Dollar General DG Stock Holding History

JNBA Financial 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 Q1	$11.5K	Hold	96	–	–	﹤0.01%	481
2025 Q4	$12.8K	Hold	96	–	–	﹤0.01%	464
2025 Q3	$9.97K	Hold	96	–	–	﹤0.01%	477
2025 Q2	$11K	Hold	96	–	–	﹤0.01%	453
2025 Q1	$8.48K	Hold	96	–	–	﹤0.01%	476
2024 Q4	$7.32K	Sell	96 -13	-12%	-$1.02K	﹤0.01%	486
2024 Q3	$9.26K	Buy	109 +13	+14%	+$1.43K	﹤0.01%	466
2024 Q2	$12.8K	Hold	96	–	–	﹤0.01%	432
2024 Q1	$15.1K	Hold	96	–	–	﹤0.01%	421
2023 Q4	$13.1K	Hold	96	–	–	﹤0.01%	438
2023 Q3	$10.2K	Hold	96	–	–	﹤0.01%	465
2023 Q2	$16.4K	Hold	96	–	–	﹤0.01%	413
2023 Q1	$20.3K	Hold	96	–	–	﹤0.01%	387
2022 Q4	$23.8K	Hold	96	–	–	﹤0.01%	353
2022 Q3	$23K	Hold	96	–	–	﹤0.01%	356
2022 Q2	$24K	Hold	96	–	–	﹤0.01%	372
2022 Q1	$21K	Hold	96	–	–	﹤0.01%	396
2021 Q4	$23K	Hold	96	–	–	﹤0.01%	392
2021 Q3	$20K	Hold	96	–	–	﹤0.01%	414
2021 Q2	$21K	Hold	96	–	–	﹤0.01%	395
2021 Q1	$19K	Hold	96	–	–	﹤0.01%	389
2020 Q4	$20K	Buy	96 +1	+1%	+$214	﹤0.01%	364
2020 Q3	$20K	Hold	95	–	–	﹤0.01%	340
2020 Q2	$18K	Hold	95	–	–	﹤0.01%	338
2020 Q1	$14K	Sell	95 -56	-37%	-$8.64K	﹤0.01%	349
2019 Q4	$24K	Buy	151 +29	+24%	+$4.6K	﹤0.01%	328
2019 Q3	$19K	Sell	122 -72	-37%	-$10.4K	﹤0.01%	338
2019 Q2	$26K	Buy	194 +100	+106%	+$12.6K	0.01%	307
2019 Q1	$11K	Hold	94	–	–	﹤0.01%	393
2018 Q4	$10K	Buy	+94	New	+$10.2K	﹤0.01%	376
2018 Q3	–	Sell	-93	Closed	-$9K	–	540
2018 Q2	$9K	Hold	93	–	–	﹤0.01%	404
2018 Q1	$9K	Hold	93	–	–	﹤0.01%	384
2017 Q4	$9K	Hold	93	–	–	﹤0.01%	375
2017 Q3	$8K	Buy	93 +1	+1%	+$75	﹤0.01%	377
2017 Q2	$7K	Hold	92	–	–	﹤0.01%	371
2017 Q1	$6K	Buy	+92	New	+$6.74K	﹤0.01%	386
2016 Q4	–	Sell	-378	Closed	-$26K	–	693
2016 Q3	$26K	Buy	+378	New	+$32K	﹤0.01%	723