Carson Wealth (CWM LLC)’s Donegal Group Class A DGICA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Buy |
6,293
+1,130
| +22% | +$22.6K | ﹤0.01% | 2523 |
|
|
2025
Q1 | $101K | Buy |
5,163
+2,263
| +78% | +$44.3K | ﹤0.01% | 2415 |
|
|
2024
Q4 | $45K | Buy |
2,900
+606
| +26% | +$9.4K | ﹤0.01% | 2875 |
|
|
2024
Q3 | $34K | Buy |
2,294
+1,446
| +171% | +$21.4K | ﹤0.01% | 2984 |
|
|
2024
Q2 | $11K | Sell |
848
-1,349
| -61% | -$17.5K | ﹤0.01% | 3471 |
|
|
2024
Q1 | $31K | Buy |
2,197
+401
| +22% | +$5.66K | ﹤0.01% | 2612 |
|
|
2023
Q4 | $25K | Buy |
1,796
+1,133
| +171% | +$15.8K | ﹤0.01% | 2617 |
|
|
2023
Q3 | $9K | Buy |
663
+138
| +26% | +$1.87K | ﹤0.01% | 3180 |
|
|
2023
Q2 | $8K | Buy |
525
+301
| +134% | +$4.59K | ﹤0.01% | 3189 |
|
|
2023
Q1 | $3K | Hold |
224
| – | – | ﹤0.01% | 3477 |
|
|
2022
Q4 | $3K | Sell |
224
-100
| -31% | -$1.34K | ﹤0.01% | 3390 |
|
|
2022
Q3 | $4K | Buy |
324
+26
| +9% | +$321 | ﹤0.01% | 3152 |
|
|
2022
Q2 | $5K | Buy |
298
+74
| +33% | +$1.24K | ﹤0.01% | 2948 |
|
|
2022
Q1 | $3K | Buy |
224
+81
| +57% | +$1.09K | ﹤0.01% | 3002 |
|
|
2021
Q4 | $2K | Buy |
+143
| New | +$2K | ﹤0.01% | 3093 |
|
|
2021
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2021
Q1 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2020
Q4 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2020
Q3 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2020
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2020
Q1 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2019
Q4 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2019
Q3 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2019
Q2 | $2K | Hold |
128
| – | – | ﹤0.01% | 2609 |
|
|
2019
Q1 | $2K | Buy |
+128
| New | +$2K | ﹤0.01% | 2609 |
|