Legacy Financial Advisors’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	$265K	Buy	2,229 +26	+1%	+$3.71K	0.04%	348
2025 Q4	$292K	Buy	+2,203	New	+$246K	0.04%	317
2023 Q1	–	Sell	-968	Closed	-$238K	–	258
2022 Q4	$238K	Buy	968 +92	+11%	+$22.8K	0.05%	212
2022 Q3	$210K	Buy	876 +47	+6%	+$11.6K	0.05%	205
2022 Q2	$203K	Buy	+829	New	+$194K	0.05%	207
2019 Q2	–	Sell	-130	Closed	-$16K	–	313
2019 Q1	$16K	Buy	130 +3	+2%	+$349	0.01%	505
2018 Q4	$14K	Buy	127 +98	+338%	+$10.6K	0.01%	479
2018 Q3	$3K	Buy	29 +23	+383%	+$2.39K	﹤0.01%	758
2018 Q2	$1K	Hold	6	–	–	﹤0.01%	860
2018 Q1	$0	Hold	6	–	–	﹤0.01%	840
2017 Q4	$0	Buy	+6	New	+$516	﹤0.01%	824