MML Investors Services’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Buy |
4,083
+104
| +3% | +$7.21K | ﹤0.01% | 2470 |
|
|
2025
Q1 | $267K | Buy |
3,979
+74
| +2% | +$4.97K | ﹤0.01% | 2376 |
|
|
2024
Q4 | $263K | Sell |
3,905
-20
| -0.5% | -$1.35K | ﹤0.01% | 2342 |
|
|
2024
Q3 | $289K | Sell |
3,925
-310
| -7% | -$22.8K | ﹤0.01% | 2208 |
|
|
2024
Q2 | $303K | Sell |
4,235
-132
| -3% | -$9.44K | ﹤0.01% | 2078 |
|
|
2024
Q1 | $326K | Buy |
+4,367
| New | +$326K | ﹤0.01% | 2050 |
|
|
2023
Q2 | – | Sell |
-3,669
| Closed | -$240K | – | 2301 |
|
|
2023
Q1 | $240K | Buy |
+3,669
| New | +$240K | ﹤0.01% | 1815 |
|