Plante Moran Financial 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	–	Sell	-22	Closed	-$2.92K	–	761
2025 Q4	$2.92K	Buy	+22	New	+$2.45K	﹤0.01%	701
2024 Q4	–	Sell	-60	Closed	-$5.07K	–	929
2024 Q3	$5.07K	Hold	60	–	–	﹤0.01%	680
2024 Q2	$7.93K	Sell	60 -30	-33%	-$4.19K	﹤0.01%	600
2024 Q1	$14K	Buy	90 +14	+18%	+$1.99K	﹤0.01%	557
2023 Q4	$10.3K	Buy	76 +46	+153%	+$5.58K	﹤0.01%	553
2023 Q3	$3.17K	Sell	30 -12	-29%	-$1.79K	﹤0.01%	636
2023 Q2	$7.05K	Buy	42 +12	+40%	+$2.37K	﹤0.01%	594
2023 Q1	$6.31K	Hold	30	–	–	﹤0.01%	626
2022 Q4	$7.39K	Sell	30 -33	-52%	-$8.16K	﹤0.01%	617
2022 Q3	$15K	Hold	63	–	–	﹤0.01%	515
2022 Q2	$15K	Hold	63	–	–	﹤0.01%	520
2022 Q1	$14K	Sell	63 -74	-54%	-$15.7K	﹤0.01%	552
2021 Q4	$32K	Buy	137 +45	+49%	+$9.94K	0.01%	448
2021 Q3	$20K	Buy	92 +59	+179%	+$13.3K	﹤0.01%	564
2021 Q2	$7K	Sell	33 -240	-88%	-$50.4K	﹤0.01%	723
2021 Q1	$55K	Sell	273 -6	-2%	-$1.19K	0.02%	340
2020 Q4	$59K	Sell	279 -965	-78%	-$206K	0.02%	323
2020 Q3	$261K	Buy	1,244 +1,231	+9,469%	+$242K	0.09%	123
2020 Q2	$2K	Buy	+13	New	+$2.35K	﹤0.01%	663
2020 Q1	–	Sell	-29	Closed	-$5K	–	751
2019 Q4	$5K	Sell	29 -27	-48%	-$4.28K	﹤0.01%	609
2019 Q3	$9K	Buy	+56	New	+$8.1K	﹤0.01%	605
2018 Q3	–	Sell	-22	Closed	-$2K	–	771
2018 Q2	$2K	Hold	22	–	–	﹤0.01%	716
2018 Q1	$2K	Buy	+22	New	+$2.11K	﹤0.01%	828
2017 Q4	–	Sell	-500	Closed	-$41K	–	884
2017 Q3	$41K	Buy	+500	New	+$37.5K	0.02%	345
2017 Q1	–	Sell	-193	Closed	-$14K	–	905
2016 Q4	$14K	Hold	193	–	–	0.01%	529
2016 Q3	$14K	Buy	+193	New	+$16.4K	0.01%	541