OneDigital Investment 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	$358K	Sell	3,011 -544	-15%	-$77.6K	﹤0.01%	1099
2025 Q4	$472K	Buy	3,555 +1,402	+65%	+$156K	﹤0.01%	976
2025 Q3	$223K	Buy	2,153 +94	+5%	+$10.3K	﹤0.01%	1371
2025 Q2	$236K	Buy	+2,059	New	+$204K	﹤0.01%	1303
2024 Q2	–	Sell	-2,393	Closed	-$374K	–	1374
2024 Q1	$374K	Buy	2,393 +629	+36%	+$89.4K	0.01%	840
2023 Q4	$240K	Sell	1,764 -1,708	-49%	-$207K	﹤0.01%	992
2023 Q3	$367K	Buy	3,472 +2,032	+141%	+$303K	0.01%	734
2023 Q2	$244K	Buy	1,440 +350	+32%	+$69.2K	0.01%	892
2023 Q1	$229K	Buy	+1,090	New	+$245K	0.01%	864
2022 Q2	–	Sell	-1,108	Closed	-$247K	–	733
2022 Q1	$247K	Sell	1,108 -747	-40%	-$159K	0.01%	648
2021 Q4	$438K	Buy	1,855 +79	+4%	+$17.4K	0.02%	488
2021 Q3	$377K	Sell	1,776 -371	-17%	-$83.7K	0.02%	502
2021 Q2	$465K	Buy	2,147 +1,051	+96%	+$221K	0.02%	422
2021 Q1	$222K	Buy	+1,096	New	+$218K	0.01%	591
2020 Q1	–	Sell	-1,854	Closed	-$289K	–	578
2019 Q4	$289K	Buy	1,854 +22	+1%	+$3.49K	0.02%	427
2019 Q3	$291K	Sell	1,832 -620	-25%	-$89.7K	0.03%	389
2019 Q2	$331K	Buy	2,452 +2,062	+529%	+$261K	0.03%	326
2019 Q1	$47K	Buy	390 +5	+1%	+$582	0.01%	504
2018 Q4	$42K	Sell	385 -86	-18%	-$9.31K	0.01%	491
2018 Q3	$52K	Sell	471 -128	-21%	-$13.3K	0.01%	397
2018 Q2	$59K	Sell	599 -21	-3%	-$2.02K	0.01%	447
2018 Q1	$58K	Buy	620 +425	+218%	+$40.8K	0.01%	479
2017 Q4	$18K	Buy	195 +50	+34%	+$4.3K	﹤0.01%	840
2017 Q3	$12K	Sell	145 -142	-49%	-$10.6K	﹤0.01%	781
2017 Q2	$20K	Buy	+287	New	+$20.7K	0.01%	742