Lindbrook Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $94.6K | Buy |
1,410
+945
| +203% | +$63.4K | 0.01% | 705 |
|
|
2024
Q4 | $31.3K | Hold |
465
| – | – | ﹤0.01% | 1031 |
|
|
2024
Q3 | $34.3K | Sell |
465
-52
| -10% | -$3.83K | ﹤0.01% | 1002 |
|
|
2024
Q2 | $37K | Sell |
517
-41
| -7% | -$2.93K | ﹤0.01% | 924 |
|
|
2024
Q1 | $41.7K | Buy |
558
+85
| +18% | +$6.35K | ﹤0.01% | 844 |
|
|
2023
Q4 | $30.9K | Buy |
473
+174
| +58% | +$11.4K | ﹤0.01% | 966 |
|
|
2023
Q3 | $17.8K | Hold |
299
| – | – | ﹤0.01% | 1112 |
|
|
2023
Q2 | $18.7K | Hold |
299
| – | – | ﹤0.01% | 1133 |
|
|
2023
Q1 | $19.5K | Hold |
299
| – | – | ﹤0.01% | 1086 |
|
|
2022
Q4 | $17.6K | Sell |
299
-31
| -9% | -$1.83K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $16K | Buy |
330
+64
| +24% | +$3.1K | ﹤0.01% | 1095 |
|
|
2022
Q2 | $13K | Sell |
266
-10
| -4% | -$489 | ﹤0.01% | 1140 |
|
|
2022
Q1 | $14K | Sell |
276
-68
| -20% | -$3.45K | ﹤0.01% | 1148 |
|
|
2021
Q4 | $20K | Buy |
344
+78
| +29% | +$4.54K | ﹤0.01% | 1018 |
|
|
2021
Q3 | $15K | Hold |
266
| – | – | ﹤0.01% | 835 |
|
|
2021
Q2 | $17K | Hold |
266
| – | – | ﹤0.01% | 841 |
|
|
2021
Q1 | $15K | Hold |
266
| – | – | ﹤0.01% | 846 |
|
|
2020
Q4 | $15K | Hold |
266
| – | – | ﹤0.01% | 764 |
|
|
2020
Q3 | $12K | Hold |
266
| – | – | ﹤0.01% | 770 |
|
|
2020
Q2 | $12K | Buy |
266
+27
| +11% | +$1.22K | ﹤0.01% | 767 |
|
|
2020
Q1 | $9K | Buy |
+239
| New | +$9K | ﹤0.01% | 784 |
|