TFC Financial Management’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	$119	Sell	1 -4	-80%	-$570	﹤0.01%	857
2025 Q4	$664	Buy	5 +4	+400%	+$446	﹤0.01%	660
2025 Q3	$104	Hold	1	–	–	﹤0.01%	888
2025 Q2	$115	Buy	+1	New	+$99	﹤0.01%	857
2025 Q1	–	Sell	-6	Closed	-$455	–	981
2024 Q4	$455	Sell	6 -2	-25%	-$158	﹤0.01%	673
2024 Q3	$677	Sell	8 -5	-38%	-$548	﹤0.01%	625
2024 Q2	$1.72K	Hold	13	–	–	﹤0.01%	498
2024 Q1	$2.03K	Hold	13	–	–	﹤0.01%	469
2023 Q4	$1.77K	Buy	13 +5	+63%	+$607	﹤0.01%	465
2023 Q3	$847	Sell	8 -308	-97%	-$45.9K	﹤0.01%	543
2023 Q2	$53.7K	Sell	316 -1	-0.3%	-$198	0.01%	212
2023 Q1	$66.7K	Sell	317 -78	-20%	-$17.5K	0.02%	203
2022 Q4	$97.3K	Hold	395	–	–	0.03%	159
2022 Q3	$95K	Hold	395	–	–	0.03%	147
2022 Q2	$97K	Hold	395	–	–	0.03%	158
2022 Q1	$88K	Hold	395	–	–	0.03%	167
2021 Q4	$93K	Hold	395	–	–	0.03%	169
2021 Q3	$84K	Hold	395	–	–	0.03%	177
2021 Q2	$85K	Hold	395	–	–	0.03%	167
2021 Q1	$80K	Hold	395	–	–	0.03%	163
2020 Q4	$83K	Hold	395	–	–	0.04%	161
2020 Q3	$83K	Buy	+395	New	+$77.7K	0.04%	137