Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5K | Hold |
397
| – | – | ﹤0.01% | 1331 |
|
|
2021
Q3 | $5K | Hold |
397
| – | – | ﹤0.01% | 1364 |
|
|
2021
Q2 | $5K | Hold |
397
| – | – | ﹤0.01% | 1430 |
|
|
2021
Q1 | $5K | Hold |
397
| – | – | ﹤0.01% | 1359 |
|
|
2020
Q4 | $5K | Sell |
397
-215
| -35% | -$2.71K | ﹤0.01% | 1252 |
|
|
2020
Q3 | $8K | Hold |
612
| – | – | ﹤0.01% | 1087 |
|
|
2020
Q2 | $8K | Sell |
612
-3,626
| -86% | -$47.4K | ﹤0.01% | 1075 |
|
|
2020
Q1 | $64K | Hold |
4,238
| – | – | 0.01% | 521 |
|
|
2019
Q4 | $62K | Hold |
4,238
| – | – | ﹤0.01% | 606 |
|
|
2019
Q3 | $62K | Sell |
4,238
-1,092
| -20% | -$16K | 0.01% | 595 |
|
|
2019
Q2 | $81K | Buy |
5,330
+3,523
| +195% | +$53.5K | 0.01% | 527 |
|
|
2019
Q1 | $24K | Buy |
+1,807
| New | +$24K | ﹤0.01% | 701 |
|