Capstone Investment 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
Q4 | $802K | Buy |
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|
2025
Q3 | $262K | Sell |
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|
2025
Q2 | $424K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $536K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $687K | Sell |
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|
2016
Q4 | $3.32M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $1.67M | Buy |
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|
2016
Q1 | $1.44M | Buy |
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|
2015
Q4 | $375K | Buy |
|