Allworth Financial’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3K | Buy |
191
+80
| +72% | +$5.55K | ﹤0.01% | 2752 |
|
|
2025
Q1 | $7.31K | Buy |
111
+73
| +192% | +$4.81K | ﹤0.01% | 2560 |
|
|
2024
Q4 | $2.72K | Sell |
38
-14
| -27% | -$1K | ﹤0.01% | 3030 |
|
|
2024
Q3 | $3.85K | Buy |
52
+10
| +24% | +$741 | ﹤0.01% | 2685 |
|
|
2024
Q2 | $3.05K | Buy |
+42
| New | +$3.05K | ﹤0.01% | 2735 |
|
|
2023
Q4 | – | Sell |
-54
| Closed | -$3.22K | – | 3498 |
|
|
2023
Q3 | $3.22K | Sell |
54
-17
| -24% | -$1.01K | ﹤0.01% | 2318 |
|
|
2023
Q2 | $4.44K | Sell |
71
-49
| -41% | -$3.06K | ﹤0.01% | 2163 |
|
|
2023
Q1 | $7.84K | Buy |
+120
| New | +$7.84K | ﹤0.01% | 1877 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | – | – | 2742 |
|
|
2022
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2478 |
|