Janney Montgomery Scott’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 | $549K | Sell |
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|
2025
Q2 | $506K | Buy |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $475K | Buy |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $271K | Buy |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $207K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $248K | Sell |
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|
2022
Q4 | $227K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.13M | Buy |
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|
2021
Q1 | $1.03M | Sell |
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|
2020
Q4 | $994K | Sell |
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|
2020
Q3 | $853K | Sell |
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|
2020
Q2 | $886K | Sell |
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|
2020
Q1 | $757K | Buy |
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|
2019
Q4 | $235K | Buy |
|