Kingswood Wealth Advisors’s Dollar General DG Stock Holding History

Kingswood 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 Q3	$258K	Buy
2025 Q2	$246K	Buy
2024 Q4	–	Sell
2024 Q3	$214K	Sell
2024 Q2	$557K	Buy
2024 Q1	$566K	Sell
2023 Q4	$513K	Sell
2023 Q3	$513K	Buy