Curi RMB Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.07M | Buy |
+44,264
| New | +$3.07M | 0.06% | 269 |
|
|
2025
Q1 | – | Sell |
-11,008
| Closed | -$741K | – | 491 |
|
|
2024
Q4 | $741K | Sell |
11,008
-375
| -3% | -$25.3K | 0.02% | 368 |
|
|
2024
Q3 | $839K | Buy |
11,383
+285
| +3% | +$21K | 0.02% | 361 |
|
|
2024
Q2 | $794K | Sell |
11,098
-157
| -1% | -$11.2K | 0.02% | 356 |
|
|
2024
Q1 | $841K | Hold |
11,255
| – | – | 0.02% | 364 |
|
|
2023
Q4 | $736K | Hold |
11,255
| – | – | 0.02% | 339 |
|
|
2023
Q3 | $671K | Buy |
+11,255
| New | +$671K | 0.02% | 331 |
|
|
2019
Q4 | – | Sell |
-15,972
| Closed | -$832K | – | 661 |
|
|
2019
Q3 | $832K | Hold |
15,972
| – | – | 0.02% | 394 |
|
|
2019
Q2 | $812K | Hold |
15,972
| – | – | 0.02% | 421 |
|
|
2019
Q1 | $800K | Buy |
15,972
+232
| +1% | +$11.6K | 0.02% | 454 |
|
|
2018
Q4 | $683K | Buy |
+15,740
| New | +$683K | 0.02% | 533 |
|