Charles Schwab’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 | $1.46M | Buy |
72,687
+28,162
| +63% | +$564K | ﹤0.01% | 2770 |
|
|
2025
Q1 | $874K | Buy |
44,525
+33
| +0.1% | +$648 | ﹤0.01% | 2890 |
|
|
2024
Q4 | $688K | Buy |
44,492
+1,773
| +4% | +$27.4K | ﹤0.01% | 3043 |
|
|
2024
Q3 | $630K | Sell |
42,719
-2,275
| -5% | -$33.5K | ﹤0.01% | 3077 |
|
|
2024
Q2 | $580K | Buy |
44,994
+4,285
| +11% | +$55.2K | ﹤0.01% | 3133 |
|
|
2024
Q1 | $576K | Sell |
40,709
-975
| -2% | -$13.8K | ﹤0.01% | 2969 |
|
|
2023
Q4 | $583K | Buy |
41,684
+21
| +0.1% | +$294 | ﹤0.01% | 3016 |
|
|
2023
Q3 | $594K | Hold |
41,663
| – | – | ﹤0.01% | 2982 |
|
|
2023
Q2 | $601K | Sell |
41,663
-199
| -0.5% | -$2.87K | ﹤0.01% | 2962 |
|
|
2023
Q1 | $640K | Hold |
41,862
| – | – | ﹤0.01% | 2873 |
|
|
2022
Q4 | $594K | Buy |
41,862
+1,066
| +3% | +$15.1K | ﹤0.01% | 2945 |
|
|
2022
Q3 | $551K | Buy |
40,796
+1,223
| +3% | +$16.5K | ﹤0.01% | 2974 |
|
|
2022
Q2 | $675K | Buy |
39,573
+369
| +0.9% | +$6.29K | ﹤0.01% | 2943 |
|
|
2022
Q1 | $526K | Buy |
39,204
+2,213
| +6% | +$29.7K | ﹤0.01% | 3085 |
|
|
2021
Q4 | $529K | Sell |
36,991
-20,066
| -35% | -$287K | ﹤0.01% | 3126 |
|
|
2021
Q3 | $827K | Sell |
57,057
-56,556
| -50% | -$820K | ﹤0.01% | 2938 |
|
|
2021
Q2 | $1.66M | Buy |
113,613
+29,122
| +34% | +$424K | ﹤0.01% | 2781 |
|
|
2021
Q1 | $1.26M | Sell |
84,491
-3,030
| -3% | -$45K | ﹤0.01% | 2779 |
|
|
2020
Q4 | $1.23M | Buy |
87,521
+8,132
| +10% | +$114K | ﹤0.01% | 2711 |
|
|
2020
Q3 | $1.12M | Buy |
79,389
+5,203
| +7% | +$73.3K | ﹤0.01% | 2648 |
|
|
2020
Q2 | $1.06M | Buy |
74,186
+6,400
| +9% | +$91K | ﹤0.01% | 2613 |
|
|
2020
Q1 | $1.03M | Buy |
67,786
+1,315
| +2% | +$20K | ﹤0.01% | 2478 |
|
|
2019
Q4 | $986K | Sell |
66,471
-2,783
| -4% | -$41.3K | ﹤0.01% | 2601 |
|
|
2019
Q3 | $1.02M | Buy |
69,254
+585
| +0.9% | +$8.58K | ﹤0.01% | 2564 |
|
|
2019
Q2 | $1.05M | Buy |
68,669
+3,736
| +6% | +$57.1K | ﹤0.01% | 2561 |
|
|
2019
Q1 | $874K | Sell |
64,933
-2,091
| -3% | -$28.1K | ﹤0.01% | 2591 |
|
|
2018
Q4 | $915K | Buy |
67,024
+9,013
| +16% | +$123K | ﹤0.01% | 2560 |
|
|
2018
Q3 | $825K | Buy |
58,011
+13,032
| +29% | +$185K | ﹤0.01% | 2679 |
|
|
2018
Q2 | $613K | Buy |
44,979
+1,677
| +4% | +$22.9K | ﹤0.01% | 2735 |
|
|
2018
Q1 | $685K | Buy |
43,302
+11,856
| +38% | +$188K | ﹤0.01% | 2642 |
|
|
2017
Q4 | $545K | Buy |
31,446
+6,048
| +24% | +$105K | ﹤0.01% | 2702 |
|
|
2017
Q3 | $410K | Sell |
25,398
-14,813
| -37% | -$239K | ﹤0.01% | 2773 |
|
|
2017
Q2 | $640K | Buy |
40,211
+323
| +0.8% | +$5.14K | ﹤0.01% | 2611 |
|
|
2017
Q1 | $703K | Buy |
39,888
+2,907
| +8% | +$51.2K | ﹤0.01% | 2537 |
|
|
2016
Q4 | $647K | Buy |
36,981
+2,618
| +8% | +$45.8K | ﹤0.01% | 2570 |
|
|
2016
Q3 | $554K | Buy |
34,363
+12,886
| +60% | +$208K | ﹤0.01% | 2579 |
|
|
2016
Q2 | $355K | Buy |
21,477
+336
| +2% | +$5.55K | ﹤0.01% | 2719 |
|
|
2016
Q1 | $305K | Buy |
21,141
+408
| +2% | +$5.89K | ﹤0.01% | 2766 |
|
|
2015
Q4 | $292K | Buy |
20,733
+520
| +3% | +$7.32K | ﹤0.01% | 2871 |
|
|
2015
Q3 | $285K | Buy |
20,213
+1,512
| +8% | +$21.3K | ﹤0.01% | 2848 |
|
|
2015
Q2 | $285K | Buy |
18,701
+656
| +4% | +$10K | ﹤0.01% | 2894 |
|
|
2015
Q1 | $284K | Buy |
18,045
+928
| +5% | +$14.6K | ﹤0.01% | 2856 |
|
|
2014
Q4 | $274K | Buy |
17,117
+488
| +3% | +$7.81K | ﹤0.01% | 2880 |
|
|
2014
Q3 | $256K | Buy |
16,629
+357
| +2% | +$5.5K | ﹤0.01% | 2866 |
|
|
2014
Q2 | $249K | Sell |
16,272
-112
| -0.7% | -$1.71K | ﹤0.01% | 2934 |
|
|
2014
Q1 | $239K | Buy |
16,384
+420
| +3% | +$6.13K | ﹤0.01% | 2891 |
|
|
2013
Q4 | $254K | Buy |
15,964
+504
| +3% | +$8.02K | ﹤0.01% | 2878 |
|
|
2013
Q3 | $223K | Sell |
15,460
-1,686
| -10% | -$24.3K | ﹤0.01% | 2878 |
|
|
2013
Q2 | $244K | Buy |
+17,146
| New | +$244K | ﹤0.01% | 2810 |
|