Janney Montgomery Scott’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,850
| Closed | -$195K | – | 2704 |
|
|
2024
Q4 | $195K | Hold |
13,850
| – | – | ﹤0.01% | 2559 |
|
|
2024
Q3 | $178K | Sell |
13,850
-6,000
| -30% | -$77.1K | ﹤0.01% | 2529 |
|
|
2024
Q2 | $221K | Sell |
19,850
-7,500
| -27% | -$83.5K | ﹤0.01% | 2396 |
|
|
2024
Q1 | $349K | Sell |
27,350
-5,853
| -18% | -$74.7K | ﹤0.01% | 2238 |
|
|
2023
Q4 | $482K | Sell |
33,203
-500
| -1% | -$7.26K | ﹤0.01% | 1928 |
|
|
2023
Q3 | $462K | Sell |
33,703
-500
| -1% | -$6.85K | ﹤0.01% | 1814 |
|
|
2023
Q2 | $455K | Sell |
34,203
-4,000
| -10% | -$53.2K | ﹤0.01% | 1947 |
|
|
2023
Q1 | $575K | Sell |
38,203
-2,103
| -5% | -$31.7K | ﹤0.01% | 1636 |
|
|
2022
Q4 | $656K | Sell |
40,306
-1,009
| -2% | -$16.4K | ﹤0.01% | 1594 |
|
|
2022
Q3 | $583K | Buy |
41,315
+322
| +0.8% | +$4.54K | ﹤0.01% | 1599 |
|
|
2022
Q2 | $662K | Buy |
40,993
+600
| +1% | +$9.69K | ﹤0.01% | 1454 |
|
|
2022
Q1 | $528K | Buy |
40,393
+6,203
| +18% | +$81.1K | ﹤0.01% | 1583 |
|
|
2021
Q4 | $461K | Buy |
34,190
+200
| +0.6% | +$2.7K | ﹤0.01% | 1769 |
|
|
2021
Q3 | $444K | Hold |
33,990
| – | – | ﹤0.01% | 1728 |
|
|
2021
Q2 | $451K | Buy |
33,990
+1,699
| +5% | +$22.5K | ﹤0.01% | 1697 |
|
|
2021
Q1 | $435K | Buy |
32,291
+6,741
| +26% | +$90.8K | ﹤0.01% | 1627 |
|
|
2020
Q4 | $302K | Sell |
25,550
-400
| -2% | -$4.73K | ﹤0.01% | 1883 |
|
|
2020
Q3 | $296K | Buy |
25,950
+1,000
| +4% | +$11.4K | ﹤0.01% | 1705 |
|
|
2020
Q2 | $285K | Buy |
24,950
+10,377
| +71% | +$119K | ﹤0.01% | 1655 |
|
|
2020
Q1 | $195K | Buy |
14,573
+2,316
| +19% | +$31K | ﹤0.01% | 1684 |
|
|
2019
Q4 | $148K | Buy |
12,257
+1,080
| +10% | +$13K | ﹤0.01% | 1980 |
|
|
2019
Q3 | $140K | Buy |
11,177
+667
| +6% | +$8.36K | ﹤0.01% | 1954 |
|
|
2019
Q2 | $137K | Buy |
+10,510
| New | +$137K | ﹤0.01% | 1969 |
|