Jones Financial Companies’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 | $3.11M | Buy |
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|
2025
Q2 | $2.12M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $928K | Buy |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $136K | Buy |
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|
2024
Q1 | $11.5K | Sell |
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|
2023
Q4 | $11.6K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $6K | Hold |
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|
2021
Q2 | $7K | Hold |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q4 | $2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $44K | Hold |
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|
2013
Q2 | $41K | Buy |
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