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SFS
Sowell Financial Services’s
Donegal Group Class A
DGICA
Stock Holding History
Sowell Financial Services’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
2021
Q2
–
Sell
-2,565
Closed
-$39K
–
1050
2021
Q1
$39K
Buy
2,565
+667
+35%
+$9.55K
﹤0.01%
1756
2020
Q4
$27K
Sell
1,898
-667
-26%
-$9.59K
﹤0.01%
1612
2020
Q3
$36K
Sell
2,565
-485
-16%
-$6.91K
﹤0.01%
1319
2020
Q2
$43K
Buy
3,050
+89
+3%
+$1.27K
﹤0.01%
1200
2020
Q1
$45K
Buy
2,961
+2,164
+272%
+$30.6K
﹤0.01%
1092
2019
Q4
$12K
Buy
+797
New
+$11.7K
﹤0.01%
1616
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ORIO
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KCM
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1-Year Est. Return
PTC
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$1.42B AUM
43.77%
1-Year Est. Return
DRZID
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$5.29B AUM
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1-Year Est. Return
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$501B AUM
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1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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