Sequoia Financial Advisors’s Dollar General DG Stock Holding History

Sequoia Financial 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
2026 Q1	$1.55M	Buy	13,060 +1,780	+16%	+$254K	0.01%	701
2025 Q4	$1.5M	Buy	11,280 +3,937	+54%	+$439K	0.01%	698
2025 Q3	$759K	Buy	7,343 +1,765	+32%	+$194K	﹤0.01%	927
2025 Q2	$638K	Sell	5,578 -1,181	-17%	-$117K	﹤0.01%	888
2025 Q1	$594K	Buy	6,759 +1,300	+24%	+$98.4K	﹤0.01%	788
2024 Q4	$414K	Buy	5,459 +2,808	+106%	+$221K	﹤0.01%	880
2024 Q3	$224K	Sell	2,651 -1,613	-38%	-$177K	﹤0.01%	1122
2024 Q2	$564K	Sell	4,264 -658	-13%	-$91.9K	0.01%	649
2024 Q1	$768K	Sell	4,922 -2,506	-34%	-$356K	0.01%	552
2023 Q4	$1.01M	Sell	7,428 -1,770	-19%	-$215K	0.01%	519
2023 Q3	$973K	Sell	9,198 -4,082	-31%	-$609K	0.02%	342
2023 Q2	$2.25M	Sell	13,280 -94	-0.7%	-$18.6K	0.04%	227
2023 Q1	$2.81M	Buy	13,374 +742	+6%	+$167K	0.06%	178
2022 Q4	$3.11M	Buy	12,632 +11,421	+943%	+$2.82M	0.08%	163
2022 Q3	$290K	Sell	1,211 -1,534	-56%	-$378K	0.01%	394
2022 Q2	$674K	Buy	2,745 +522	+23%	+$122K	0.02%	277
2022 Q1	$495K	Sell	2,223 -351	-14%	-$74.6K	0.01%	360
2021 Q4	$607K	Buy	+2,574	New	+$568K	0.02%	298
2021 Q3	–	Sell	-2,174	Closed	-$470K	–	307
2021 Q2	$470K	Buy	+2,174	New	+$457K	0.02%	290
2021 Q1	–	Sell	-1,408	Closed	-$296K	–	450
2020 Q4	$296K	Buy	1,408 +13	+0.9%	+$2.78K	0.01%	321
2020 Q3	$292K	Sell	1,395 -238	-15%	-$46.8K	0.02%	299
2020 Q2	$311K	Sell	1,633 -10	-0.6%	-$1.81K	0.02%	281
2020 Q1	$248K	Sell	1,643 -72	-4%	-$11.1K	0.02%	296
2019 Q4	$268K	Buy	1,715 +64	+4%	+$10.2K	0.02%	316
2019 Q3	$262K	Buy	1,651 +63	+4%	+$9.11K	0.02%	297
2019 Q2	$215K	Sell	1,588 -421	-21%	-$53.2K	0.02%	339
2019 Q1	$240K	Buy	2,009 +8	+0.4%	+$931	0.02%	312
2018 Q4	$216K	Sell	2,001 -10	-0.5%	-$1.08K	0.03%	261
2018 Q3	$220K	Sell	2,011 -250	-11%	-$26K	0.02%	287
2018 Q2	$223K	Buy	2,261 +10	+0.4%	+$962	0.02%	278
2018 Q1	$211K	Buy	+2,251	New	+$216K	0.02%	276