Summit Financial’s Dollar General DG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$215K Sell
2025
Q1
$203K Buy
2024
Q3
Sell
2024
Q2
$293K Buy
2024
Q1
$286K Buy
2023
Q3
Sell
2023
Q2
$573K Sell
2023
Q1
$759K Buy
2022
Q4
$849K Buy
2022
Q3
$811K Buy
2022
Q2
$752K Sell
2022
Q1
$712K Buy
2021
Q4
$687K Buy
2021
Q3
$493K Buy
2021
Q2
$268K Buy