UBS Group’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
Q2 | – | Sell |
-84
| Closed | -$1.34K | – | 8982 |
|
2025
Q1 | $1.34K | Sell |
84
-202
| -71% | -$3.23K | ﹤0.01% | 8214 |
|
2024
Q4 | $4.04K | Buy |
+286
| New | +$4.04K | ﹤0.01% | 7551 |
|
2024
Q1 | – | Sell |
-2
| Closed | -$29 | – | 8196 |
|
2023
Q4 | $29 | Buy |
+2
| New | +$29 | ﹤0.01% | 7829 |
|
2023
Q2 | – | Sell |
-2,337
| Closed | -$35.1K | – | 7915 |
|
2023
Q1 | $35.1K | Buy |
2,337
+899
| +63% | +$13.5K | ﹤0.01% | 5599 |
|
2022
Q4 | $23.4K | Buy |
+1,438
| New | +$23.4K | ﹤0.01% | 6314 |
|
2022
Q1 | – | Sell |
-465
| Closed | -$6K | – | 9237 |
|
2021
Q4 | $6K | Sell |
465
-7
| -1% | -$90 | ﹤0.01% | 8139 |
|
2021
Q3 | $6K | Sell |
472
-204
| -30% | -$2.59K | ﹤0.01% | 7263 |
|
2021
Q2 | $9K | Sell |
676
-442
| -40% | -$5.89K | ﹤0.01% | 7027 |
|
2021
Q1 | $15K | Buy |
1,118
+121
| +12% | +$1.62K | ﹤0.01% | 6598 |
|
2020
Q4 | $12K | Sell |
997
-22
| -2% | -$265 | ﹤0.01% | 6318 |
|
2020
Q3 | $12K | Sell |
1,019
-95
| -9% | -$1.12K | ﹤0.01% | 5816 |
|
2020
Q2 | $13K | Sell |
1,114
-1
| -0.1% | -$12 | ﹤0.01% | 5974 |
|
2020
Q1 | $15K | Sell |
1,115
-18
| -2% | -$242 | ﹤0.01% | 5763 |
|
2019
Q4 | $14K | Sell |
1,133
-84
| -7% | -$1.04K | ﹤0.01% | 6013 |
|
2019
Q3 | $15K | Hold |
1,217
| – | – | ﹤0.01% | 5941 |
|
2019
Q2 | $16K | Buy |
1,217
+15
| +1% | +$197 | ﹤0.01% | 5885 |
|
2019
Q1 | $14K | Buy |
1,202
+1
| +0.1% | +$12 | ﹤0.01% | 5749 |
|
2018
Q4 | $14K | Sell |
1,201
-100
| -8% | -$1.17K | ﹤0.01% | 6109 |
|
2018
Q3 | $18K | Buy |
1,301
+150
| +13% | +$2.08K | ﹤0.01% | 5941 |
|
2018
Q2 | $15K | Sell |
1,151
-115
| -9% | -$1.5K | ﹤0.01% | 5963 |
|
2018
Q1 | $18K | Buy |
1,266
+617
| +95% | +$8.77K | ﹤0.01% | 5595 |
|
2017
Q4 | $10K | Hold |
649
| – | – | ﹤0.01% | 6035 |
|
2017
Q3 | $9K | Hold |
649
| – | – | ﹤0.01% | 6026 |
|
2017
Q2 | $9K | Buy |
+649
| New | +$9K | ﹤0.01% | 5890 |
|
2017
Q1 | – | Sell |
-906
| Closed | -$15K | – | 6696 |
|
2016
Q4 | $15K | Buy |
906
+199
| +28% | +$3.3K | ﹤0.01% | 5723 |
|
2016
Q3 | $12K | Buy |
707
+310
| +78% | +$5.26K | ﹤0.01% | 5737 |
|
2016
Q2 | $6K | Sell |
397
-1,103
| -74% | -$16.7K | ﹤0.01% | 6128 |
|
2016
Q1 | $14K | Sell |
1,500
-3
| -0.2% | -$28 | ﹤0.01% | 5599 |
|
2015
Q4 | $24K | Buy |
1,503
+362
| +32% | +$5.78K | ﹤0.01% | 5394 |
|
2015
Q3 | $21K | Sell |
1,141
-325
| -22% | -$5.98K | ﹤0.01% | 5389 |
|
2015
Q2 | $26K | Sell |
1,466
-2
| -0.1% | -$35 | ﹤0.01% | 5288 |
|
2015
Q1 | $28K | Buy |
1,468
+49
| +3% | +$935 | ﹤0.01% | 5101 |
|
2014
Q4 | $30K | Buy |
+1,419
| New | +$30K | ﹤0.01% | 5159 |
|