SFG
SNS Financial Group’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Hold |
4,554
| – | – | 0.03% | 154 |
|
|
2025
Q1 | $305K | Hold |
4,554
| – | – | 0.03% | 150 |
|
|
2024
Q4 | $307K | Hold |
4,554
| – | – | 0.03% | 147 |
|
|
2024
Q3 | $336K | Hold |
4,554
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $326K | Hold |
4,554
| – | – | 0.04% | 139 |
|
|
2024
Q1 | $340K | Hold |
4,554
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $298K | Hold |
4,554
| – | – | 0.04% | 142 |
|
|
2023
Q3 | $272K | Buy |
4,554
+186
| +4% | +$11.1K | 0.04% | 146 |
|
|
2023
Q2 | $273K | Hold |
4,368
| – | – | 0.04% | 147 |
|
|
2023
Q1 | $285K | Hold |
4,368
| – | – | 0.04% | 147 |
|
|
2022
Q4 | $257K | Hold |
4,368
| – | – | 0.03% | 163 |
|
|
2022
Q3 | $214K | Hold |
4,368
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $210K | Hold |
4,368
| – | – | 0.03% | 168 |
|
|
2022
Q1 | $227K | Sell |
4,368
-55
| -1% | -$2.86K | 0.03% | 179 |
|
|
2021
Q4 | $262K | Sell |
4,423
-32
| -0.7% | -$1.9K | 0.03% | 177 |
|
|
2021
Q3 | $256K | Sell |
4,455
-5
| -0.1% | -$287 | 0.03% | 172 |
|
|
2021
Q2 | $283K | Buy |
+4,460
| New | +$283K | 0.04% | 164 |
|
|
2019
Q1 | – | Sell |
-5,152
| Closed | -$224K | – | 187 |
|
|
2018
Q4 | $224K | Hold |
5,152
| – | – | 0.06% | 154 |
|
|
2018
Q3 | $301K | Hold |
5,152
| – | – | 0.07% | 134 |
|
|
2018
Q2 | $233K | Buy |
5,152
+43
| +0.8% | +$1.95K | 0.06% | 147 |
|
|
2018
Q1 | $230K | Sell |
5,109
-59
| -1% | -$2.66K | 0.06% | 142 |
|
|
2017
Q4 | $253K | Buy |
+5,168
| New | +$253K | 0.06% | 146 |
|
|
2014
Q3 | – | Sell |
-4,768
| Closed | -$202K | – | 107 |
|
|
2014
Q2 | $202K | Buy |
+4,768
| New | +$202K | 0.08% | 97 |
|
|
2014
Q1 | – | Sell |
-4,768
| Closed | -$207K | – | 79 |
|
|
2013
Q4 | $207K | Buy |
+4,768
| New | +$207K | 0.1% | 107 |
|