Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Donegal Group Class A DGICA Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DGICA Stock Details DGICA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,219
Closed -$17.4K – 146
2023
Q3 		$17.4K Buy
+1,219
New +$17.9K ﹤0.01% 283

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FP
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Legacy Financial Group (Iowa)'s DGICA Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Donegal Group Class A (DGICA) in Q4 2023, closing a stake of 1,219 shares — an estimated $17.4K sold.

Legacy Financial Group (Iowa) first reported a position in DGICA in Q3 2023 and held it in 1 quarter. The position peaked at $17.4K in Q3 2023. 88 funds tracked by Wall St. Rank hold DGICA as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Donegal Group Class A position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,219 Donegal Group Class A shares in Q4 2023, an estimated $17.4K.
  • Legacy Financial Group (Iowa) first reported a position in Donegal Group Class A in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Donegal Group Class A position peaked at $17.4K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Donegal Group Class A as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.