Allegheny Financial Group’s American Coastal Insurance ACIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-19,166
Closed -$242K 291
2025
Q4
$242K Buy
19,166
+1,137
+6% +$13.7K 0.04% 240
2025
Q3
$205K Sell
18,029
-214
-1% -$2.33K 0.04% 249
2025
Q2
$203K Buy
18,243
+583
+3% +$6.42K 0.05% 240
2025
Q1
$204K Sell
17,660
-6,232
-26% -$75.9K 0.05% 217
2024
Q4
$322K Sell
23,892
-45,391
-66% -$567K 0.08% 175
2024
Q3
$781K Buy
69,283
+10,606
+18% +$119K 0.19% 105
2024
Q2
$619K Buy
58,677
+5,561
+10% +$62.5K 0.18% 110
2024
Q1
$568K Buy
53,116
+20,859
+65% +$236K 0.18% 106
2023
Q4
$305K Buy
32,257
+7,118
+28% +$57.3K 0.1% 161
2023
Q3
$185K Buy
+25,139
New +$163K 0.07% 186

Other funds holding ACIC