Leavell Investment Management’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 | $1.15M | Sell |
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|
2025
Q2 | $1M | Hold |
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|
2025
Q1 | $968K | Buy |
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|
2024
Q4 | $930K | Hold |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $988K | Buy |
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|
2024
Q1 | $971K | Hold |
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|
2023
Q4 | $850K | Hold |
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|
2023
Q3 | $775K | Hold |
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|
2023
Q2 | $813K | Hold |
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|
2023
Q1 | $849K | Hold |
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|
2022
Q4 | $765K | Hold |
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|
2022
Q3 | $637K | Hold |
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|
2022
Q2 | $626K | Hold |
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|
2022
Q1 | $675K | Hold |
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|
2021
Q4 | $770K | Hold |
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|
2021
Q3 | $746K | Hold |
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|
2021
Q2 | $756K | Hold |
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|
2021
Q1 | $756K | Hold |
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|
2020
Q4 | $726K | Hold |
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|
2020
Q3 | $603K | Hold |
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|
2020
Q2 | $605K | Hold |
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|
2020
Q1 | $502K | Hold |
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|
2019
Q4 | $749K | Hold |
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|
2019
Q3 | $677K | Hold |
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|
2019
Q2 | $661K | Hold |
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|
2019
Q1 | $651K | Hold |
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|
2018
Q4 | $564K | Hold |
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|
2018
Q3 | $757K | Hold |
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|
2018
Q2 | $587K | Hold |
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|
2018
Q1 | $586K | Hold |
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|
2017
Q4 | $636K | Hold |
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|
2017
Q3 | $597K | Hold |
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|
2017
Q2 | $592K | Hold |
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|
2017
Q1 | $592K | Hold |
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|
2016
Q4 | $547K | Hold |
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|
2016
Q3 | $485K | Hold |
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|
2016
Q2 | $447K | Hold |
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|
2016
Q1 | $415K | Buy |
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|
2015
Q4 | $344K | Hold |
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|
2015
Q3 | $337K | Hold |
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|
2015
Q2 | $430K | Hold |
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|
2015
Q1 | $453K | Hold |
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|
2014
Q4 | $464K | Hold |
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|
2014
Q3 | $488K | Hold |
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|
2014
Q2 | $508K | Hold |
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|
2014
Q1 | $509K | Hold |
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|
2013
Q4 | $522K | Hold |
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|
2013
Q3 | $458K | Hold |
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|
2013
Q2 | $428K | Buy |
|