Capital Advisors Ltd’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 | $4K | Hold |
215
| – | – | ﹤0.01% | 954 |
|
|
2025
Q1 | $4K | Sell |
215
-1
| -0.5% | -$19 | ﹤0.01% | 944 |
|
|
2024
Q4 | $3K | Buy |
216
+58
| +37% | +$806 | ﹤0.01% | 1001 |
|
|
2024
Q3 | $2K | Hold |
158
| – | – | ﹤0.01% | 1051 |
|
|
2024
Q2 | $2K | Buy |
+158
| New | +$2K | ﹤0.01% | 1046 |
|
|
2024
Q1 | – | Sell |
-1,008
| Closed | -$14K | – | 1393 |
|
|
2023
Q4 | $14K | Buy |
+1,008
| New | +$14K | ﹤0.01% | 623 |
|
|
2023
Q2 | – | Sell |
-789
| Closed | -$12K | – | 1339 |
|
|
2023
Q1 | $12K | Buy |
789
+769
| +3,845% | +$11.7K | ﹤0.01% | 524 |
|
|
2022
Q4 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1303 |
|