SFA
Sequoia Financial Advisors’s Dollar General DG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Sell |
5,578
-1,181
| -17% | -$135K | ﹤0.01% | 880 |
|
|
2025
Q1 | $594K | Buy |
6,759
+1,300
| +24% | +$114K | ﹤0.01% | 783 |
|
|
2024
Q4 | $414K | Buy |
5,459
+2,808
| +106% | +$213K | ﹤0.01% | 875 |
|
|
2024
Q3 | $224K | Sell |
2,651
-1,613
| -38% | -$136K | ﹤0.01% | 1119 |
|
|
2024
Q2 | $564K | Sell |
4,264
-658
| -13% | -$87K | 0.01% | 647 |
|
|
2024
Q1 | $768K | Sell |
4,922
-2,506
| -34% | -$391K | 0.01% | 550 |
|
|
2023
Q4 | $1.01M | Sell |
7,428
-1,770
| -19% | -$241K | 0.01% | 519 |
|
|
2023
Q3 | $973K | Sell |
9,198
-4,082
| -31% | -$432K | 0.02% | 342 |
|
|
2023
Q2 | $2.25M | Sell |
13,280
-94
| -0.7% | -$16K | 0.04% | 227 |
|
|
2023
Q1 | $2.81M | Buy |
13,374
+742
| +6% | +$156K | 0.06% | 178 |
|
|
2022
Q4 | $3.11M | Buy |
12,632
+11,421
| +943% | +$2.81M | 0.08% | 163 |
|
|
2022
Q3 | $290K | Sell |
1,211
-1,534
| -56% | -$367K | 0.01% | 394 |
|
|
2022
Q2 | $674K | Buy |
2,745
+522
| +23% | +$128K | 0.02% | 277 |
|
|
2022
Q1 | $495K | Sell |
2,223
-351
| -14% | -$78.2K | 0.01% | 360 |
|
|
2021
Q4 | $607K | Buy |
+2,574
| New | +$607K | 0.02% | 298 |
|
|
2021
Q3 | – | Sell |
-2,174
| Closed | -$470K | – | 307 |
|
|
2021
Q2 | $470K | Buy |
+2,174
| New | +$470K | 0.02% | 290 |
|
|
2021
Q1 | – | Sell |
-1,408
| Closed | -$296K | – | 448 |
|
|
2020
Q4 | $296K | Buy |
1,408
+13
| +0.9% | +$2.73K | 0.01% | 321 |
|
|
2020
Q3 | $292K | Sell |
1,395
-238
| -15% | -$49.8K | 0.02% | 299 |
|
|
2020
Q2 | $311K | Sell |
1,633
-10
| -0.6% | -$1.9K | 0.02% | 281 |
|
|
2020
Q1 | $248K | Sell |
1,643
-72
| -4% | -$10.9K | 0.02% | 296 |
|
|
2019
Q4 | $268K | Buy |
1,715
+64
| +4% | +$10K | 0.02% | 316 |
|
|
2019
Q3 | $262K | Buy |
1,651
+63
| +4% | +$10K | 0.02% | 297 |
|
|
2019
Q2 | $215K | Sell |
1,588
-421
| -21% | -$57K | 0.02% | 339 |
|
|
2019
Q1 | $240K | Buy |
2,009
+8
| +0.4% | +$956 | 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% | -$27.4K | 0.02% | 287 |
|
|
2018
Q2 | $223K | Buy |
2,261
+10
| +0.4% | +$986 | 0.02% | 278 |
|
|
2018
Q1 | $211K | Buy |
+2,251
| New | +$211K | 0.02% | 276 |
|