Avion Wealth’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 | $2K | Hold |
108
| – | – | ﹤0.01% | 791 |
|
|
2025
Q1 | $1K | Hold |
108
| – | – | ﹤0.01% | 837 |
|
|
2024
Q4 | $1K | Hold |
108
| – | – | ﹤0.01% | 834 |
|
|
2024
Q3 | $1K | Buy |
108
+33
| +44% | +$306 | ﹤0.01% | 785 |
|
|
2024
Q2 | $0 | Buy |
+75
| New | – | ﹤0.01% | 989 |
|
|
2024
Q1 | – | Sell |
-35
| Closed | – | – | 1167 |
|
|
2023
Q4 | $0 | Buy |
+35
| New | – | ﹤0.01% | 1125 |
|