Community Financial Services Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,735
| Closed | -$988K | – | 99 |
|
|
2025
Q1 | $988K | Buy |
14,735
+685
| +5% | +$45.9K | 0.21% | 66 |
|
|
2024
Q4 | $946K | Buy |
14,050
+916
| +7% | +$61.7K | 0.19% | 68 |
|
|
2024
Q3 | $968K | Buy |
13,134
+79
| +0.6% | +$5.82K | 0.2% | 74 |
|
|
2024
Q2 | $934K | Buy |
13,055
+102
| +0.8% | +$7.3K | 0.2% | 76 |
|
|
2024
Q1 | $967K | Buy |
+12,953
| New | +$967K | 0.22% | 83 |
|