Allworth Financial’s Donegal Group Class A DGICA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.3K | Buy |
2,961
+2,448
| +477% | +$49K | ﹤0.01% | 1843 |
|
|
2025
Q1 | $10K | Buy |
513
+394
| +331% | +$7.7K | ﹤0.01% | 2419 |
|
|
2024
Q4 | $1.7K | Buy |
+119
| New | +$1.7K | ﹤0.01% | 3206 |
|
|
2024
Q2 | – | Sell |
-38
| Closed | -$538 | – | 3707 |
|
|
2024
Q1 | $538 | Hold |
38
| – | – | ﹤0.01% | 3263 |
|
|
2023
Q4 | $532 | Hold |
38
| – | – | ﹤0.01% | 3116 |
|
|
2023
Q3 | $542 | Hold |
38
| – | – | ﹤0.01% | 3024 |
|
|
2023
Q2 | $549 | Hold |
38
| – | – | ﹤0.01% | 2883 |
|
|
2023
Q1 | $581 | Hold |
38
| – | – | ﹤0.01% | 2813 |
|
|
2022
Q4 | $540 | Sell |
38
-105
| -73% | -$1.49K | ﹤0.01% | 2613 |
|
|
2022
Q3 | $2K | Buy |
+143
| New | +$2K | ﹤0.01% | 2129 |
|