Curi RMB Capital’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
$4.12M Buy
2025
Q2
$3.07M Buy
2025
Q1
Sell
2024
Q4
$741K Sell
2024
Q3
$839K Buy
2024
Q2
$794K Sell
2024
Q1
$841K Hold
2023
Q4
$736K Hold
2023
Q3
$671K Buy
2019
Q4
Sell
2019
Q3
$832K Hold
2019
Q2
$812K Hold
2019
Q1
$800K Buy
2018
Q4
$683K Buy