Lowe Wealth Advisors’s Dollar General DG Stock Holding History

Lowe Wealth Advisors’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
2024 Q4	–	Sell	-200	Closed	-$16.9K	–	360
2024 Q3	$16.9K	Sell	200 -40	-17%	-$4.38K	0.01%	182
2024 Q2	$31.7K	Hold	240	–	–	0.01%	148
2024 Q1	$37.5K	Hold	240	–	–	0.02%	131
2023 Q4	$32.6K	Buy	+240	New	+$29.1K	0.02%	137
2023 Q3	–	Sell	-25	Closed	-$4.25K	–	319
2023 Q2	$4.25K	Hold	25	–	–	﹤0.01%	275
2023 Q1	$5.26K	Sell	25 -25	-50%	-$5.61K	﹤0.01%	251
2022 Q4	$12.3K	Sell	50 -50	-50%	-$12.4K	0.01%	197
2022 Q3	$24K	Hold	100	–	–	0.01%	137
2022 Q2	$25K	Hold	100	–	–	0.01%	128
2022 Q1	$22K	Hold	100	–	–	0.01%	142
2021 Q4	$24K	Hold	100	–	–	0.01%	138
2021 Q3	$21K	Hold	100	–	–	0.01%	137
2021 Q2	$22K	Hold	100	–	–	0.01%	136
2021 Q1	$20K	Hold	100	–	–	0.01%	134
2020 Q4	$21K	Hold	100	–	–	0.01%	129
2020 Q3	$21K	Hold	100	–	–	0.01%	116
2020 Q2	$19K	Hold	100	–	–	0.01%	110
2020 Q1	$15K	Hold	100	–	–	0.01%	117
2019 Q4	$16K	Hold	100	–	–	0.01%	127
2019 Q3	$16K	Hold	100	–	–	0.01%	121
2019 Q2	$14K	Buy	+100	New	+$12.6K	0.01%	135

Other funds holding DG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

Lowe Wealth Advisors's DG Position: Q4 2024 in Review

Lowe Wealth Advisors sold out of Dollar General (DG) in Q4 2024, closing a stake of 200 shares — an estimated $16.9K sold.

Lowe Wealth Advisors first reported a position in DG in Q2 2019 and held it in 21 quarters. The position peaked at $37.5K in Q1 2024. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

Lowe Wealth Advisors reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
Lowe Wealth Advisors sold 200 Dollar General shares in Q4 2024, an estimated $16.9K.
Lowe Wealth Advisors first reported a position in Dollar General in Q2 2019 and held it in 21 quarters.
Lowe Wealth Advisors's Dollar General position peaked at $37.5K in Q1 2024.
903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on Lowe Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.