Principal Securities’s Donaldson DCI Stock Holding History

Principal Securities’s Portfolio DCI Stock Details DCI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$188K	Buy
2025 Q2	$159K	Buy
2025 Q1	$131K	Hold
2024 Q4	$131K	Sell
2024 Q3	$149K	Buy
2024 Q2	$144K	Buy
2024 Q1	$145K	Buy
2023 Q4	$120K	Buy