Beacon Pointe Advisors’s Donaldson DCI Stock Holding History

Beacon Pointe Advisors’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Buy
2024 Q3	–	Sell
2024 Q2	$666K	Sell
2024 Q1	$716K	Sell
2023 Q4	$649K	Buy
2023 Q3	$572K	Buy
2023 Q2	$577K	Sell
2023 Q1	$604K	Sell
2022 Q4	$563K	Buy