Avantax Advisory Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Sell |
10,994
-95
| -0.9% | -$6.59K | ﹤0.01% | 1328 |
|
|
2025
Q1 | $744K | Buy |
11,089
+57
| +0.5% | +$3.82K | ﹤0.01% | 1255 |
|
|
2024
Q4 | $743K | Sell |
11,032
-186
| -2% | -$12.5K | ﹤0.01% | 1201 |
|
|
2024
Q3 | $827K | Buy |
11,218
+46
| +0.4% | +$3.39K | 0.01% | 1124 |
|
|
2024
Q2 | $799K | Buy |
11,172
+7,512
| +205% | +$538K | 0.01% | 1101 |
|
|
2024
Q1 | $273K | Buy |
3,660
+2
| +0.1% | +$149 | ﹤0.01% | 1356 |
|
|
2023
Q4 | $239K | Sell |
3,658
-941
| -20% | -$61.5K | ﹤0.01% | 1362 |
|
|
2023
Q3 | $274K | Sell |
4,599
-128
| -3% | -$7.64K | ﹤0.01% | 1247 |
|
|
2023
Q2 | $295K | Buy |
4,727
+132
| +3% | +$8.25K | ﹤0.01% | 1195 |
|
|
2023
Q1 | $300K | Sell |
4,595
-11
| -0.2% | -$719 | ﹤0.01% | 1149 |
|
|
2022
Q4 | $271K | Buy |
4,606
+2
| +0% | +$118 | ﹤0.01% | 1158 |
|
|
2022
Q3 | $226K | Sell |
4,604
-24
| -0.5% | -$1.18K | ﹤0.01% | 1146 |
|
|
2022
Q2 | $223K | Sell |
4,628
-22
| -0.5% | -$1.06K | ﹤0.01% | 1159 |
|
|
2022
Q1 | $242K | Buy |
4,650
+400
| +9% | +$20.8K | ﹤0.01% | 1109 |
|
|
2021
Q4 | $252K | Buy |
+4,250
| New | +$252K | ﹤0.01% | 1064 |
|