Caldwell Sutter Capital’s Donegal Group Class B DGICB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $199K | Buy |
11,189
+5,000
| +81% | +$88.9K | 0.09% | 207 |
|
|
2025
Q1 | $99K | Buy |
6,189
+202
| +3% | +$3.23K | 0.05% | 276 |
|
|
2024
Q4 | $84.5K | Buy |
5,987
+199
| +3% | +$2.81K | 0.04% | 293 |
|
|
2024
Q3 | $74.5K | Buy |
5,788
+1,004
| +21% | +$12.9K | 0.03% | 312 |
|
|
2024
Q2 | $53.3K | Hold |
4,784
| – | – | 0.03% | 346 |
|
|
2024
Q1 | $61K | Hold |
4,784
| – | – | 0.03% | 331 |
|
|
2023
Q4 | $69.5K | Buy |
4,784
+2,065
| +76% | +$30K | 0.04% | 309 |
|
|
2023
Q3 | $37.3K | Buy |
+2,719
| New | +$37.3K | 0.02% | 358 |
|