Geneos Wealth Management’s Donegal Group Class B DGICB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-172
| Closed | -$2K | – | 2147 |
|
2022
Q2 | $2K | Hold |
172
| – | – | ﹤0.01% | 2370 |
|
2022
Q1 | $2K | Hold |
172
| – | – | ﹤0.01% | 2531 |
|
2021
Q4 | $2K | Sell |
172
-11
| -6% | -$128 | ﹤0.01% | 2571 |
|
2021
Q3 | $2K | Hold |
183
| – | – | ﹤0.01% | 2639 |
|
2021
Q2 | $2K | Hold |
183
| – | – | ﹤0.01% | 2647 |
|
2021
Q1 | $2K | Hold |
183
| – | – | ﹤0.01% | 2871 |
|
2020
Q4 | $2K | Hold |
183
| – | – | ﹤0.01% | 2684 |
|
2020
Q3 | $2K | Hold |
183
| – | – | ﹤0.01% | 2398 |
|
2020
Q2 | $2K | Hold |
183
| – | – | ﹤0.01% | 2343 |
|
2020
Q1 | $1K | Hold |
183
| – | – | ﹤0.01% | 2353 |
|
2019
Q4 | $2K | Hold |
183
| – | – | ﹤0.01% | 2360 |
|
2019
Q3 | $2K | Hold |
183
| – | – | ﹤0.01% | 2291 |
|
2019
Q2 | $2K | Hold |
183
| – | – | ﹤0.01% | 2302 |
|
2019
Q1 | $2K | Hold |
183
| – | – | ﹤0.01% | 2227 |
|
2018
Q4 | $2K | Hold |
183
| – | – | ﹤0.01% | 2185 |
|
2018
Q3 | $2K | Hold |
183
| – | – | ﹤0.01% | 2244 |
|
2018
Q2 | $2K | Hold |
183
| – | – | ﹤0.01% | 2097 |
|
2018
Q1 | $2K | Hold |
183
| – | – | ﹤0.01% | 2023 |
|
2017
Q4 | $2K | Hold |
183
| – | – | ﹤0.01% | 2011 |
|
2017
Q3 | $2K | Hold |
183
| – | – | ﹤0.01% | 1958 |
|
2017
Q2 | $2K | Hold |
183
| – | – | ﹤0.01% | 1910 |
|
2017
Q1 | $2K | Hold |
183
| – | – | ﹤0.01% | 1869 |
|
2016
Q4 | $2K | Hold |
183
| – | – | ﹤0.01% | 1836 |
|
2016
Q3 | $2K | Hold |
183
| – | – | ﹤0.01% | 1759 |
|
2016
Q2 | $2K | Hold |
183
| – | – | ﹤0.01% | 1667 |
|
2016
Q1 | $2K | Buy |
+183
| New | +$2K | ﹤0.01% | 1651 |
|