Geneos Wealth Management’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
2022
Q3
Sell
-711
Closed -$12K 2146
2022
Q2
$12K Hold
711
﹤0.01% 1877
2022
Q1
$9K Hold
711
﹤0.01% 2115
2021
Q4
$10K Sell
711
-362
-34% -$5.09K ﹤0.01% 2168
2021
Q3
$15K Hold
1,073
﹤0.01% 2055
2021
Q2
$15K Hold
1,073
﹤0.01% 2043
2021
Q1
$16K Hold
1,073
﹤0.01% 2171
2020
Q4
$16K Hold
1,073
﹤0.01% 2024
2020
Q3
$14K Buy
1,073
+367
+52% +$4.79K ﹤0.01% 1816
2020
Q2
$9K Hold
706
﹤0.01% 1940
2020
Q1
$9K Hold
706
﹤0.01% 1849
2019
Q4
$10K Hold
706
﹤0.01% 1961
2019
Q3
$10K Hold
706
﹤0.01% 1882
2019
Q2
$10K Hold
706
﹤0.01% 1898
2019
Q1
$9K Hold
706
﹤0.01% 1864
2018
Q4
$9K Hold
706
﹤0.01% 1814
2018
Q3
$10K Hold
706
﹤0.01% 1837
2018
Q2
$9K Hold
706
﹤0.01% 1751
2018
Q1
$11K Hold
706
﹤0.01% 1602
2017
Q4
$12K Hold
706
﹤0.01% 1557
2017
Q3
$11K Hold
706
﹤0.01% 1537
2017
Q2
$11K Hold
706
﹤0.01% 1493
2017
Q1
$12K Hold
706
﹤0.01% 1414
2016
Q4
$12K Hold
706
﹤0.01% 1376
2016
Q3
$11K Hold
706
﹤0.01% 1327
2016
Q2
$11K Hold
706
﹤0.01% 1289
2016
Q1
$9K Buy
+706
New +$9K ﹤0.01% 1333