D.A. Davidson & Co’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 | $386K | Buy |
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|
2025
Q2 | $264K | Hold |
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|
2025
Q1 | $255K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $634K | Sell |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $602K | Buy |
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|
2023
Q1 | $616K | Buy |
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|
2022
Q4 | $553K | Sell |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $455K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $247K | Buy |
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|
2018
Q3 | $316K | Sell |
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|
2018
Q2 | $247K | Sell |
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|
2018
Q1 | $260K | Sell |
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|
2017
Q4 | $283K | Sell |
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|
2017
Q3 | $272K | Sell |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $279K | Sell |
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|
2016
Q4 | $370K | Buy |
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|
2016
Q3 | $327K | Sell |
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|
2016
Q2 | $309K | Sell |
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|
2016
Q1 | $289K | Buy |
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|
2015
Q4 | $169K | Sell |
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|
2015
Q3 | $241K | Buy |
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|
2015
Q2 | $132K | Buy |
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|
2015
Q1 | $111K | Buy |
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|
2014
Q4 | $96K | Buy |
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|
2014
Q3 | $99K | Sell |
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|
2014
Q2 | $289K | Sell |
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|
2014
Q1 | $450K | Sell |
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|
2013
Q4 | $470K | Buy |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
|