Creative Planning’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 | $3.03M | Buy |
151,135
+27,757
| +22% | +$556K | ﹤0.01% | 1027 |
|
|
2025
Q1 | $2.42M | Buy |
123,378
+98,675
| +399% | +$1.94M | ﹤0.01% | 1059 |
|
|
2024
Q4 | $382K | Buy |
+24,703
| New | +$382K | ﹤0.01% | 2466 |
|
|
2016
Q3 | – | Sell |
-1,000
| Closed | -$16K | – | 4392 |
|
|
2016
Q2 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2903 |
|
|
2016
Q1 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 2977 |
|
|
2015
Q4 | $14K | Hold |
1,000
| – | – | ﹤0.01% | 3025 |
|
|
2015
Q3 | $14K | Buy |
+1,000
| New | +$14K | ﹤0.01% | 2961 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$16K | – | 1476 |
|
|
2015
Q1 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2845 |
|
|
2014
Q4 | $16K | Hold |
1,000
| – | – | ﹤0.01% | 2773 |
|
|
2014
Q3 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2665 |
|
|
2014
Q2 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2611 |
|
|
2014
Q1 | $15K | Hold |
1,000
| – | – | ﹤0.01% | 2510 |
|
|
2013
Q4 | $16K | Buy |
+1,000
| New | +$16K | ﹤0.01% | 2310 |
|