SOA Wealth Advisors’s Dollar General DG Stock Holding History

SOA Wealth 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
2024 Q4	–	Sell	-1	Closed	-$88	–	881
2024 Q3	$88	Sell	1 -6	-86%	-$658	﹤0.01%	812
2024 Q2	$930	Sell	7 -3	-30%	-$419	﹤0.01%	728
2024 Q1	$1.56K	Hold	10	–	–	﹤0.01%	732
2023 Q4	$1.36K	Hold	10	–	–	﹤0.01%	733
2023 Q3	$1.06K	Hold	10	–	–	﹤0.01%	769
2023 Q2	$1.7K	Hold	10	–	–	﹤0.01%	740
2023 Q1	$2.11K	Hold	10	–	–	﹤0.01%	723
2022 Q4	$2.46K	Hold	10	–	–	﹤0.01%	713
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	702
2022 Q2	$2K	Sell	10 -93	-90%	-$21.7K	﹤0.01%	691
2022 Q1	$22K	Hold	103	–	–	0.01%	446
2021 Q4	$24K	Hold	103	–	–	0.01%	415
2021 Q3	$21K	Buy	103 +4	+4%	+$903	0.01%	449
2021 Q2	$21K	Buy	99 +55	+125%	+$11.6K	0.01%	452
2021 Q1	$8K	Sell	44 -7	-14%	-$1.39K	﹤0.01%	542
2020 Q4	$10K	Buy	+51	New	+$10.9K	﹤0.01%	512

Other funds holding DG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

SOA Wealth Advisors's DG Position: Q4 2024 in Review

SOA Wealth Advisors sold out of Dollar General (DG) in Q4 2024, closing a stake of 1 share — an estimated $88 sold.

SOA Wealth Advisors first reported a position in DG in Q4 2020 and held it in 16 quarters. The position peaked at $24K in Q4 2021. 903 funds tracked by Wall St. Rank hold DG as of Q4 2024.

SOA Wealth Advisors reported no remaining Dollar General position as of Q4 2024 after selling out during the quarter.
SOA Wealth Advisors sold 1 Dollar General share in Q4 2024, an estimated $88.
SOA Wealth Advisors first reported a position in Dollar General in Q4 2020 and held it in 16 quarters.
SOA Wealth Advisors's Dollar General position peaked at $24K in Q4 2021.
903 funds tracked by Wall St. Rank held Dollar General as of Q4 2024.

Based on SOA Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.