Chicago Partners Investment Group’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 | $846K | Buy |
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|
2025
Q2 | $563K | Buy |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $299K | Buy |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $247K | Hold |
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|
2020
Q2 | $244K | Hold |
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|
2020
Q1 | $211K | Sell |
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|
2019
Q4 | $283K | Buy |
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|
2019
Q3 | $263K | Hold |
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|
2019
Q2 | $243K | Hold |
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|
2019
Q1 | $268K | Hold |
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|
2018
Q4 | $229K | Hold |
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|
2018
Q3 | $253K | Hold |
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|
2018
Q2 | $226K | Hold |
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|
2018
Q1 | $225K | Hold |
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|
2017
Q4 | $245K | Hold |
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|
2017
Q3 | $230K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $228K | Hold |
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|
2016
Q4 | $210K | Sell |
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|
2016
Q3 | $373K | Hold |
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|
2016
Q2 | $344K | Hold |
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|
2016
Q1 | $319K | Hold |
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|
2015
Q4 | $287K | Hold |
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|
2015
Q3 | $281K | Hold |
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|
2015
Q2 | $358K | Sell |
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|
2015
Q1 | $7.92M | Sell |
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|
2014
Q4 | $11.6M | Buy |
|