Laurel Wealth Advisors (North Carolina)’s Dollar General DG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.06M | Sell |
9,321
-125
| -1% | -$17.8K | 0.1% | 112 |
|
|
2025
Q4 | $1.25M | Sell |
9,446
-455
| -5% | -$50.8K | 0.17% | 106 |
|
|
2025
Q3 | $1.02M | Sell |
9,901
-627
| -6% | -$68.7K | 0.14% | 113 |
|
|
2025
Q2 | $1.2M | Sell |
10,528
-383
| -4% | -$38K | 0.18% | 104 |
|
|
2025
Q1 | $959K | Sell |
10,911
-2,626
| -19% | -$199K | 0.15% | 109 |
|
|
2024
Q4 | $1.03M | Sell |
13,537
-270
| -2% | -$21.3K | 0.16% | 107 |
|
|
2024
Q3 | $1.17M | Sell |
13,807
-770
| -5% | -$84.4K | 0.19% | 101 |
|
|
2024
Q2 | $1.93M | Buy |
14,577
+70
| +0.5% | +$9.78K | 0.34% | 74 |
|
|
2024
Q1 | $2.26M | Buy |
14,507
+125
| +0.9% | +$17.8K | 0.39% | 69 |
|
|
2023
Q4 | $1.96M | Sell |
14,382
-1,535
| -10% | -$186K | 0.37% | 70 |
|
|
2023
Q3 | $1.68M | Sell |
15,917
-5,493
| -26% | -$819K | 0.36% | 70 |
|
|
2023
Q2 | $3.63M | Buy |
21,410
+1,353
| +7% | +$268K | 0.73% | 42 |
|
|
2023
Q1 | $4.22M | Buy |
20,057
+685
| +4% | +$154K | 0.9% | 36 |
|
|
2022
Q4 | $4.77M | Buy |
19,372
+70
| +0.4% | +$17.3K | 1.1% | 28 |
|
|
2022
Q3 | $4.63M | Buy |
19,302
+115
| +0.6% | +$28.4K | 1.18% | 23 |
|
|
2022
Q2 | $4.71M | Buy |
19,187
+2,250
| +13% | +$525K | 1.16% | 28 |
|
|
2022
Q1 | $3.77M | Buy |
16,937
+845
| +5% | +$180K | 0.81% | 36 |
|
|
2021
Q4 | $3.79M | Sell |
16,092
-50
| -0.3% | -$11K | 0.79% | 39 |
|
|
2021
Q3 | $3.42M | Sell |
16,142
-490
| -3% | -$111K | 0.78% | 41 |
|
|
2021
Q2 | $3.6M | Buy |
16,632
+200
| +1% | +$42K | 0.8% | 38 |
|
|
2021
Q1 | $3.33M | Buy |
16,432
+5
| +0% | +$993 | 0.81% | 36 |
|
|
2020
Q4 | $3.46M | Sell |
16,427
-697
| -4% | -$149K | 0.9% | 33 |
|
|
2020
Q3 | $3.59M | Sell |
17,124
-1,180
| -6% | -$232K | 1.07% | 27 |
|
|
2020
Q2 | $3.49M | Sell |
18,304
-860
| -4% | -$156K | 1.15% | 26 |
|
|
2020
Q1 | $2.89M | Sell |
19,164
-795
| -4% | -$123K | 1.09% | 28 |
|
|
2019
Q4 | $3.11M | Sell |
19,959
-298
| -1% | -$47.3K | 0.98% | 30 |
|
|
2019
Q3 | $3.22M | Sell |
20,257
-547
| -3% | -$79.1K | 1.1% | 27 |
|
|
2019
Q2 | $2.81M | Sell |
20,804
-20
| -0.1% | -$2.53K | 0.99% | 31 |
|
|
2019
Q1 | $2.48M | Buy |
20,824
+150
| +0.7% | +$17.4K | 0.91% | 36 |
|
|
2018
Q4 | $2.23M | Buy |
+20,674
| New | +$2.24M | 0.9% | 36 |
|
Other funds holding DG
VCM
VPM
