Realta Investment Advisors’s Dollar General DG Stock Holding History

Realta Investment 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
2025 Q4	–	Sell	-2,119	Closed	-$219K	–	351
2025 Q3	$219K	Buy	+2,119	New	+$232K	0.07%	183
2024 Q3	–	Sell	-687	Closed	-$90.8K	–	422
2024 Q2	$90.8K	Hold	687	–	–	0.02%	477
2024 Q1	$107K	Buy	+687	New	+$97.7K	0.02%	471
2023 Q1	–	Sell	-835	Closed	-$206K	–	486
2022 Q4	$206K	Buy	+835	New	+$206K	0.05%	386
2020 Q1	–	Sell	-262	Closed	-$42K	–	548
2019 Q4	$42K	Buy	262 +186	+245%	+$29.5K	0.01%	713
2019 Q3	$12K	Sell	76 -865	-92%	-$125K	﹤0.01%	1060
2019 Q2	$129K	Buy	941 +849	+923%	+$107K	0.04%	433
2019 Q1	$11K	Buy	+92	New	+$10.7K	0.01%	884

Other funds holding DG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Realta Investment Advisors's DG Position: Q4 2025 in Review

Realta Investment Advisors sold out of Dollar General (DG) in Q4 2025, closing a stake of 2,119 shares — an estimated $219K sold.

Realta Investment Advisors first reported a position in DG in Q1 2019 and held it in 8 quarters. The position peaked at $219K in Q3 2025. 1,170 funds tracked by Wall St. Rank hold DG as of Q4 2025.

Realta Investment Advisors reported no remaining Dollar General position as of Q4 2025 after selling out during the quarter.
Realta Investment Advisors sold 2,119 Dollar General shares in Q4 2025, an estimated $219K.
Realta Investment Advisors first reported a position in Dollar General in Q1 2019 and held it in 8 quarters.
Realta Investment Advisors's Dollar General position peaked at $219K in Q3 2025.
1,170 funds tracked by Wall St. Rank held Dollar General as of Q4 2025.

Based on Realta Investment Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.