Consolidated Planning Corp’s Donaldson DCI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,275	Closed	-$490K	–	191
2024 Q4	$490K	Buy	7,275 +2,516	+53%	+$169K	0.07%	130
2024 Q3	$351K	Buy	+4,759	New	+$351K	0.05%	149
2021 Q4	–	Sell	-231	Closed	-$13K	–	154
2021 Q3	$13K	Buy	+231	New	+$13K	0.01%	287