LI
DG icon

LRI Investments’s Dollar General DG Stock Holding History

LRI Investments’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
2026
Q2 		$23.9K Sell
208
-180
-46% -$20.5K ﹤0.01% 718
2026
Q1 		$46K Buy
388
+11
+3% +$1.57K ﹤0.01% 528
2025
Q4 		$50.1K Hold
377
– – ﹤0.01% 545
2025
Q3 		$39K Hold
377
– – ﹤0.01% 599
2025
Q2 		$43.1K Sell
377
-124
-25% -$12.3K ﹤0.01% 576
2025
Q1 		$44.1K Hold
501
– – ﹤0.01% 551
2024
Q4 		$38K Hold
501
– – ﹤0.01% 568
2024
Q3 		$38.6K Sell
501
-930
-65% -$102K ﹤0.01% 548
2024
Q2 		$189K Buy
1,431
+1,385
+3,011% +$193K 0.02% 263
2024
Q1 		$7.18K Buy
+46
New +$6.54K ﹤0.01% 562

Other funds holding DG

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
ERIC
Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return