Sowell Financial Services’s Dollar General DG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$506K	Buy	4,260 +271	+7%	+$38.6K	0.02%	633
2025 Q4	$530K	Buy	3,989 +853	+27%	+$95.2K	0.02%	628
2025 Q3	$324K	Sell	3,136 -14	-0.4%	-$1.53K	0.01%	783
2025 Q2	$360K	Sell	3,150 -32	-1%	-$3.18K	0.01%	717
2025 Q1	$280K	Buy	+3,182	New	+$241K	0.01%	797
2023 Q3	–	Sell	-10,860	Closed	-$1.84M	–	524
2023 Q2	$1.84M	Buy	10,860 +5,997	+123%	+$1.19M	0.1%	228
2023 Q1	$1.02M	Sell	4,863 -8,282	-63%	-$1.86M	0.08%	287
2022 Q4	$3.24M	Sell	13,145 -754	-5%	-$186K	0.21%	128
2022 Q3	$3.33M	Sell	13,899 -1,324	-9%	-$327K	0.34%	85
2022 Q2	$3.74M	Buy	+15,223	New	+$3.55M	0.35%	68
2021 Q3	–	Sell	-12,715	Closed	-$2.75M	–	486
2021 Q2	$2.75M	Sell	12,715 -484	-4%	-$102K	0.18%	139
2021 Q1	$2.88M	Buy	13,199 +456	+4%	+$90.6K	0.1%	190
2020 Q4	$2.68M	Buy	12,743 +1,174	+10%	+$251K	0.11%	161
2020 Q3	$2.42M	Sell	11,569 -2,004	-15%	-$394K	0.12%	151
2020 Q2	$2.59M	Sell	13,573 -10,436	-43%	-$1.89M	0.14%	140
2020 Q1	$3.63M	Buy	24,009 +5,960	+33%	+$920K	0.27%	93
2019 Q4	$2.81M	Buy	18,049 +1,352	+8%	+$214K	0.21%	100
2019 Q3	$2.65M	Buy	+16,697	New	+$2.42M	0.22%	97
2019 Q1	$398K	Buy	3,333 +185	+6%	+$21.5K	0.04%	386
2018 Q4	$340K	Buy	3,148 +238	+8%	+$25.8K	0.05%	359
2018 Q3	$318K	Buy	+2,910	New	+$303K	0.05%	263