LAM
Lummis Asset Management’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
14,871
-185
| -1% | -$21.3K | 1.12% | 25 |
|
|
2025
Q1 | $1.36M | Buy |
15,056
+5,938
| +65% | +$535K | 0.94% | 27 |
|
|
2024
Q4 | $691K | Sell |
9,118
-388
| -4% | -$29.4K | 0.88% | 31 |
|
|
2024
Q3 | $804K | Buy |
9,506
+87
| +0.9% | +$7.36K | 0.94% | 29 |
|
|
2024
Q2 | $1.25M | Buy |
9,419
+115
| +1% | +$15.2K | 1.64% | 20 |
|
|
2024
Q1 | $1.45M | Sell |
9,304
-5,897
| -39% | -$920K | 1.95% | 20 |
|
|
2023
Q4 | $2.07M | Buy |
+15,201
| New | +$2.07M | 1.58% | 20 |
|