Lido 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 | $1.01M | Buy |
14,633
+11,516
| +369% | +$799K | ﹤0.01% | 762 |
|
|
2025
Q1 | $209K | Buy |
+3,117
| New | +$209K | ﹤0.01% | 1270 |
|
|
2024
Q4 | – | Sell |
-3,786
| Closed | -$279K | – | 1334 |
|
|
2024
Q3 | $279K | Sell |
3,786
-8,446
| -69% | -$623K | ﹤0.01% | 1067 |
|
|
2024
Q2 | $875K | Sell |
12,232
-9,399
| -43% | -$673K | ﹤0.01% | 652 |
|
|
2024
Q1 | $1.62M | Buy |
21,631
+6,229
| +40% | +$465K | 0.01% | 455 |
|
|
2023
Q4 | $1.01M | Sell |
15,402
-11,516
| -43% | -$753K | 0.01% | 564 |
|
|
2023
Q3 | $1.61M | Buy |
26,918
+22,455
| +503% | +$1.34M | 0.01% | 391 |
|
|
2023
Q2 | $279K | Sell |
4,463
-35,898
| -89% | -$2.24M | ﹤0.01% | 865 |
|
|
2023
Q1 | $2.64M | Buy |
40,361
+13,666
| +51% | +$893K | 0.03% | 275 |
|
|
2022
Q4 | $1.57M | Buy |
26,695
+4,963
| +23% | +$292K | 0.02% | 300 |
|
|
2022
Q3 | $1.07M | Buy |
21,732
+17,395
| +401% | +$852K | 0.01% | 314 |
|
|
2022
Q2 | $208K | Sell |
4,337
-294
| -6% | -$14.1K | ﹤0.01% | 751 |
|
|
2022
Q1 | $240K | Buy |
4,631
+95
| +2% | +$4.92K | ﹤0.01% | 792 |
|
|
2021
Q4 | $268K | Buy |
4,536
+631
| +16% | +$37.3K | ﹤0.01% | 747 |
|
|
2021
Q3 | $224K | Buy |
3,905
+57
| +1% | +$3.27K | ﹤0.01% | 767 |
|
|
2021
Q2 | $244K | Buy |
3,848
+30
| +0.8% | +$1.9K | ﹤0.01% | 695 |
|
|
2021
Q1 | $222K | Sell |
3,818
-367
| -9% | -$21.3K | ﹤0.01% | 678 |
|
|
2020
Q4 | $233K | Buy |
+4,185
| New | +$233K | ﹤0.01% | 618 |
|