Raymond James Financial’s Donaldson DCI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$17.9M Sell
257,404
-2,576
-1% -$179K 0.01% 1457
2025
Q1
$17.4M Buy
259,980
+54,107
+26% +$3.63M 0.01% 1412
2024
Q4
$13.9M Buy
+205,873
New +$13.9M 0.01% 1589