Larson Financial Group’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555 | Sell |
8
-8
| -50% | -$555 | ﹤0.01% | 2808 |
|
|
2025
Q1 | $1.07K | Sell |
16
-27
| -63% | -$1.81K | ﹤0.01% | 2351 |
|
|
2024
Q4 | $2.9K | Buy |
43
+20
| +87% | +$1.35K | ﹤0.01% | 1787 |
|
|
2024
Q3 | $1.7K | Buy |
23
+19
| +475% | +$1.4K | ﹤0.01% | 1872 |
|
|
2024
Q2 | $286 | Buy |
+4
| New | +$286 | ﹤0.01% | 1962 |
|