Lido Advisors’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $804K | Sell |
9,478
-4,433
| -32% | -$428K | ﹤0.01% | 1068 |
|
|
2025
Q4 | $1.14M | Buy |
13,911
+17
| +0.1% | +$1.48K | ﹤0.01% | 952 |
|
|
2025
Q3 | $1.14M | Sell |
13,894
-739
| -5% | -$55.7K | ﹤0.01% | 901 |
|
|
2025
Q2 | $1.01M | Buy |
14,633
+11,516
| +369% | +$775K | ﹤0.01% | 843 |
|
|
2025
Q1 | $209K | Buy |
+3,117
| New | +$216K | ﹤0.01% | 1370 |
|
|
2024
Q4 | – | Sell |
-3,786
| Closed | -$279K | – | 1518 |
|
|
2024
Q3 | $279K | Sell |
3,786
-8,446
| -69% | -$611K | ﹤0.01% | 1191 |
|
|
2024
Q2 | $875K | Sell |
12,232
-9,399
| -43% | -$690K | ﹤0.01% | 712 |
|
|
2024
Q1 | $1.62M | Buy |
21,631
+6,229
| +40% | +$424K | 0.01% | 491 |
|
|
2023
Q4 | $1.01M | Sell |
15,402
-11,516
| -43% | -$702K | 0.01% | 616 |
|
|
2023
Q3 | $1.61M | Buy |
26,918
+22,455
| +503% | +$1.39M | 0.01% | 425 |
|
|
2023
Q2 | $279K | Sell |
4,463
-35,898
| -89% | -$2.25M | ﹤0.01% | 966 |
|
|
2023
Q1 | $2.64M | Buy |
40,361
+13,666
| +51% | +$859K | 0.03% | 290 |
|
|
2022
Q4 | $1.57M | Buy |
26,695
+4,963
| +23% | +$284K | 0.02% | 327 |
|
|
2022
Q3 | $1.06M | Buy |
21,732
+17,395
| +401% | +$908K | 0.01% | 349 |
|
|
2022
Q2 | $208K | Sell |
4,337
-294
| -6% | -$14.8K | ﹤0.01% | 859 |
|
|
2022
Q1 | $240K | Buy |
4,631
+95
| +2% | +$5.17K | ﹤0.01% | 894 |
|
|
2021
Q4 | $268K | Buy |
4,536
+631
| +16% | +$37.4K | ﹤0.01% | 850 |
|
|
2021
Q3 | $224K | Buy |
3,905
+57
| +1% | +$3.68K | ﹤0.01% | 870 |
|
|
2021
Q2 | $244K | Buy |
3,848
+30
| +0.8% | +$1.85K | ﹤0.01% | 799 |
|
|
2021
Q1 | $222K | Sell |
3,818
-367
| -9% | -$21.9K | ﹤0.01% | 774 |
|
|
2020
Q4 | $233K | Buy |
+4,185
| New | +$221K | ﹤0.01% | 707 |
|
Other funds holding DCI
VPM
VCM
