Legacy Capital Wealth Partners’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	$407K	Sell	3,428 -581	-14%	-$82.8K	0.08%	240
2025 Q4	$532K	Buy	4,009 +139	+4%	+$15.5K	0.11%	187
2025 Q3	$400K	Sell	3,870 -268	-6%	-$29.4K	0.09%	250
2025 Q2	$473K	Sell	4,138 -1,045	-20%	-$104K	0.11%	208
2025 Q1	$456K	Buy	+5,183	New	+$392K	0.11%	202
2024 Q4	–	Sell	-4,466	Closed	-$378K	–	349
2024 Q3	$378K	Sell	4,466 -1,978	-31%	-$217K	0.08%	243
2024 Q2	$852K	Buy	6,444 +3,558	+123%	+$497K	0.22%	89
2024 Q1	$630K	Sell	2,886 -4,995	-63%	-$710K	0.45%	56
2023 Q4	$1.07M	Buy	7,881 +516	+7%	+$62.6K	0.3%	70
2023 Q3	$779K	Buy	+7,365	New	+$1.1M	0.21%	96
2023 Q2	–	Sell	-3,661	Closed	-$770K	–	89
2023 Q1	$770K	Buy	+3,661	New	+$822K	0.21%	99