Cambridge Investment Research Advisors’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 | $546K | Sell |
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|
2025
Q2 | $469K | Buy |
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|
2025
Q1 | $372K | Buy |
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|
2024
Q4 | $210K | Buy |
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|
2024
Q3 | $222K | Sell |
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|
2024
Q2 | $237K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $264K | Sell |
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|
2021
Q3 | $276K | Sell |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $400K | Buy |
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|
2020
Q4 | $349K | Sell |
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|
2020
Q3 | $306K | Sell |
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|
2020
Q2 | $672K | Sell |
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|
2020
Q1 | $560K | Sell |
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|
2019
Q4 | $989K | Sell |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $909K | Sell |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $921K | Sell |
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|
2018
Q3 | $1.24M | Buy |
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|
2018
Q2 | $787K | Buy |
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|
2018
Q1 | $784K | Sell |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $1.39M | Sell |
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|
2017
Q2 | $1.45M | Sell |
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|
2017
Q1 | $1.58M | Buy |
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|
2016
Q4 | $334K | Sell |
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|
2016
Q3 | $309K | Sell |
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|
2016
Q2 | $305K | Buy |
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|
2016
Q1 | $270K | Buy |
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|
2015
Q4 | $242K | Sell |
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|
2015
Q3 | $237K | Buy |
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|
2015
Q2 | $290K | Buy |
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