RAFFA WEALTH MANAGEMENT, LLC’s Dollar General DG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2026 Q2	$4.95K	Buy	43 +4	+10%	+$455	﹤0.01%	595
2026 Q1	$4.63K	Buy	39 +3	+8%	+$428	﹤0.01%	551
2025 Q4	$4.78K	Hold	36	–	–	﹤0.01%	525
2025 Q3	$3.72K	Buy	36 +8	+29%	+$877	﹤0.01%	550
2025 Q2	$3.2K	Sell	28 -9	-24%	-$893	﹤0.01%	591
2025 Q1	$3.25K	Hold	37	–	–	﹤0.01%	518
2024 Q4	$2.81K	Buy	37 +9	+32%	+$709	﹤0.01%	585
2024 Q3	$2.37K	Sell	28 -732	-96%	-$80.2K	﹤0.01%	596
2024 Q2	$100K	Hold	760	–	–	0.03%	143
2024 Q1	$119K	Buy	760 +732	+2,614%	+$104K	0.04%	124
2023 Q4	$3.81K	Hold	28	–	–	﹤0.01%	452
2023 Q3	$2.96K	Hold	28	–	–	﹤0.01%	479
2023 Q2	$4.75K	Hold	28	–	–	﹤0.01%	404
2023 Q1	$5.89K	Hold	28	–	–	﹤0.01%	373
2022 Q4	$6.89K	Sell	28 -10	-26%	-$2.47K	﹤0.01%	337
2022 Q3	$9.12K	Buy	38 +3	+9%	+$740	﹤0.01%	291
2022 Q2	$8.59K	Buy	35 +3	+9%	+$700	﹤0.01%	302
2022 Q1	$7.12K	Hold	32	–	–	﹤0.01%	337
2021 Q4	$7.55K	Hold	32	–	–	﹤0.01%	346
2021 Q3	$6.79K	Hold	32	–	–	﹤0.01%	317
2021 Q2	$6.92K	Hold	32	–	–	﹤0.01%	316
2021 Q1	$6.48K	Buy	32 +5	+19%	+$993	﹤0.01%	348
2020 Q4	$5.68K	Hold	27	–	–	﹤0.01%	337
2020 Q3	$5.66K	Sell	27 -3	-10%	-$590	﹤0.01%	308
2020 Q2	$5.71K	Buy	30 +5	+20%	+$905	﹤0.01%	293
2020 Q1	$3.77K	Buy	25 +2	+9%	+$309	﹤0.01%	325
2019 Q4	$3.59K	Hold	23	–	–	﹤0.01%	314
2019 Q3	$3.66K	Buy	+23	New	+$3.33K	﹤0.01%	305
2019 Q2	–	Sell	-23	Closed	-$2.74K	–	900
2019 Q1	$2.74K	Hold	23	–	–	﹤0.01%	301
2018 Q4	$2.49K	Hold	23	–	–	﹤0.01%	320
2018 Q3	$2.51K	Hold	23	–	–	﹤0.01%	350
2018 Q2	$2.27K	Hold	23	–	–	﹤0.01%	350
2018 Q1	$2.15K	Buy	+23	New	+$2.21K	﹤0.01%	342
2017 Q1	–	Sell	-9	Closed	-$667	–	497
2016 Q4	$667	Hold	9	–	–	﹤0.01%	609
2016 Q3	$630	Hold	9	–	–	﹤0.01%	620
2016 Q2	$846	Hold	9	–	–	﹤0.01%	453
2016 Q1	$770	Hold	9	–	–	﹤0.01%	489
2015 Q4	$647	Hold	9	–	–	﹤0.01%	556
2015 Q3	$652	Hold	9	–	–	﹤0.01%	538
2015 Q2	$700	Hold	9	–	–	﹤0.01%	514
2015 Q1	$678	Hold	9	–	–	﹤0.01%	543
2014 Q4	$636	Hold	9	–	–	﹤0.01%	551
2014 Q3	$550	Buy	+9	New	+$539	﹤0.01%	580
2014 Q1	–	Sell	-9	Closed	-$636	–	398
2013 Q4	$636	Buy	+9	New	+$529	﹤0.01%	551

Other funds holding DG

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

FRM

Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Dollar General (DG) stake by 10% in Q2 2026, buying an estimated $455 and bringing the position to 43 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DG in Q4 2013 and has held it in 44 quarters since. The position peaked at $119K in Q1 2024. 326 funds tracked by Wall St. Rank hold DG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 43 shares of Dollar General worth $4.95K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 4 Dollar General shares in Q2 2026, an estimated $455.
Dollar General made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #595 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dollar General in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Dollar General position peaked at $119K in Q1 2024.
326 funds tracked by Wall St. Rank held Dollar General as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.