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 |
|