Savant Capital’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $731K | Sell |
10,534
-9,665
| -48% | -$670K | ﹤0.01% | 923 |
|
|
2025
Q1 | $1.35M | Buy |
20,199
+9,179
| +83% | +$616K | 0.01% | 653 |
|
|
2024
Q4 | $742K | Sell |
11,020
-743
| -6% | -$50K | 0.01% | 758 |
|
|
2024
Q3 | $867K | Sell |
11,763
-1,911
| -14% | -$141K | 0.01% | 691 |
|
|
2024
Q2 | $979K | Buy |
13,674
+4,320
| +46% | +$309K | 0.01% | 595 |
|
|
2024
Q1 | $699K | Buy |
9,354
+1,131
| +14% | +$84.5K | 0.01% | 646 |
|
|
2023
Q4 | $537K | Buy |
8,223
+26
| +0.3% | +$1.7K | 0.01% | 548 |
|
|
2023
Q3 | $489K | Buy |
8,197
+23
| +0.3% | +$1.37K | 0.01% | 527 |
|
|
2023
Q2 | $511K | Buy |
8,174
+39
| +0.5% | +$2.44K | 0.01% | 502 |
|
|
2023
Q1 | $532K | Buy |
+8,135
| New | +$532K | 0.01% | 449 |
|