Allworth Financial’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.4K | Buy |
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|
2025
Q2 | $13.3K | Buy |
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|
2025
Q1 | $7.31K | Buy |
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|
2024
Q4 | $2.72K | Sell |
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|
2024
Q3 | $3.85K | Buy |
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|
2024
Q2 | $3.05K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.22K | Sell |
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|
2023
Q2 | $4.44K | Sell |
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|
2023
Q1 | $7.84K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $0 | Buy |
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