Farther Finance Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Sell |
5,918
-323
| -5% | -$22.4K | 0.01% | 994 |
|
|
2025
Q1 | $421K | Buy |
6,241
+2,606
| +72% | +$176K | 0.01% | 854 |
|
|
2024
Q4 | $245K | Sell |
3,635
-145
| -4% | -$9.77K | 0.01% | 896 |
|
|
2024
Q3 | $279K | Buy |
3,780
+3,162
| +512% | +$233K | 0.01% | 859 |
|
|
2024
Q2 | $43.7K | Buy |
618
+423
| +217% | +$29.9K | ﹤0.01% | 1475 |
|
|
2024
Q1 | $14.4K | Buy |
195
+7
| +4% | +$518 | ﹤0.01% | 1607 |
|
|
2023
Q4 | $12.3K | Buy |
188
+169
| +889% | +$11K | ﹤0.01% | 1527 |
|
|
2023
Q3 | $1.13K | Hold |
19
| – | – | ﹤0.01% | 2050 |
|
|
2023
Q2 | $1.19K | Buy |
19
+10
| +111% | +$625 | ﹤0.01% | 1918 |
|
|
2023
Q1 | $588 | Buy |
9
+5
| +125% | +$327 | ﹤0.01% | 1964 |
|
|
2022
Q4 | $235 | Buy |
+4
| New | +$235 | ﹤0.01% | 2005 |
|