Sit Investment Associates’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.01M | Sell |
57,750
-52,335
| -48% | -$3.63M | 0.09% | 224 |
|
|
2025
Q1 | $7.38M | Sell |
110,085
-49,140
| -31% | -$3.3M | 0.17% | 151 |
|
|
2024
Q4 | $10.7M | Buy |
159,225
+64,760
| +69% | +$4.36M | 0.24% | 111 |
|
|
2024
Q3 | $6.96M | Buy |
94,465
+46,815
| +98% | +$3.45M | 0.16% | 165 |
|
|
2024
Q2 | $3.41M | Sell |
47,650
-290
| -0.6% | -$20.8K | 0.08% | 233 |
|
|
2024
Q1 | $3.58M | Sell |
47,940
-155
| -0.3% | -$11.6K | 0.08% | 235 |
|
|
2023
Q4 | $3.14M | Buy |
48,095
+375
| +0.8% | +$24.5K | 0.08% | 259 |
|
|
2023
Q3 | $2.85M | Buy |
47,720
+775
| +2% | +$46.2K | 0.08% | 246 |
|
|
2023
Q2 | $2.94M | Hold |
46,945
| – | – | 0.08% | 251 |
|
|
2023
Q1 | $3.07M | Sell |
46,945
-775
| -2% | -$50.6K | 0.08% | 250 |
|
|
2022
Q4 | $2.81M | Sell |
47,720
-17,950
| -27% | -$1.06M | 0.08% | 254 |
|
|
2022
Q3 | $3.22M | Hold |
65,670
| – | – | 0.1% | 221 |
|
|
2022
Q2 | $3.16M | Hold |
65,670
| – | – | 0.1% | 222 |
|
|
2022
Q1 | $3.41M | Buy |
+65,670
| New | +$3.41M | 0.09% | 246 |
|