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Souders Financial Advisors’s Dollar General DG Stock Holding History

Souders 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
2024
Q3 		– Sell
-7,354
Closed -$972K – 177
2024
Q2 		$972K Sell
7,354
-237
-3% -$33.1K 0.15% 98
2024
Q1 		$1.18M Buy
7,591
+556
+8% +$79K 0.19% 85
2023
Q4 		$956K Sell
7,035
-721
-9% -$87.5K 0.16% 90
2023
Q3 		$821K Buy
7,756
+2,547
+49% +$380K 0.16% 93
2023
Q2 		$884K Buy
5,209
+1,426
+38% +$282K 0.17% 87
2023
Q1 		$796K Buy
3,783
+222
+6% +$49.8K 0.17% 91
2022
Q4 		$877K Sell
3,561
-221
-6% -$54.7K 0.2% 85
2022
Q3 		$907K Sell
3,782
-727
-16% -$179K 0.25% 80
2022
Q2 		$1.11M Buy
4,509
+27
+0.6% +$6.3K 0.32% 67
2022
Q1 		$998K Sell
4,482
-227
-5% -$48.2K 0.29% 72
2021
Q4 		$1.11M Buy
4,709
+133
+3% +$29.4K 0.32% 70
2021
Q3 		$971K Buy
4,576
+94
+2% +$21.2K 0.31% 69
2021
Q2 		$970K Buy
+4,482
New +$942K 0.33% 72

Other funds holding DG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return

Souders Financial Advisors's DG Position: Q3 2024 in Review

Souders Financial Advisors sold out of Dollar General (DG) in Q3 2024, closing a stake of 7,354 shares — an estimated $972K sold.

Souders Financial Advisors first reported a position in DG in Q2 2021 and held it in 13 quarters. The position peaked at $1.18M in Q1 2024. 915 funds tracked by Wall St. Rank hold DG as of Q3 2024.

  • Souders Financial Advisors reported no remaining Dollar General position as of Q3 2024 after selling out during the quarter.
  • Souders Financial Advisors sold 7,354 Dollar General shares in Q3 2024, an estimated $972K.
  • Souders Financial Advisors first reported a position in Dollar General in Q2 2021 and held it in 13 quarters.
  • Souders Financial Advisors's Dollar General position peaked at $1.18M in Q1 2024.
  • 915 funds tracked by Wall St. Rank held Dollar General as of Q3 2024.

Based on Souders Financial Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.