Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Dollar General DG Stock Holding History

Legacy Financial Group (Iowa)’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
2023
Q4 		– Sell
-70
Closed -$7.41K – 145
2023
Q3 		$7.41K Buy
+70
New +$10.4K ﹤0.01% 355

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LP
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Legacy Financial Group (Iowa)'s DG Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Dollar General (DG) in Q4 2023, closing a stake of 70 shares — an estimated $7.41K sold.

Legacy Financial Group (Iowa) first reported a position in DG in Q3 2023 and held it in 1 quarter. The position peaked at $7.41K in Q3 2023. 1,112 funds tracked by Wall St. Rank hold DG as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Dollar General position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 70 Dollar General shares in Q4 2023, an estimated $7.41K.
  • Legacy Financial Group (Iowa) first reported a position in Dollar General in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Dollar General position peaked at $7.41K in Q3 2023.
  • 1,112 funds tracked by Wall St. Rank held Dollar General as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.