Steward Partners Investment Advisory’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $469K | Hold |
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|
2025
Q2 | $397K | Hold |
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|
2025
Q1 | $384K | Buy |
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|
2024
Q4 | $352K | Sell |
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|
2024
Q3 | $386K | Buy |
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|
2024
Q2 | $309K | Sell |
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|
2024
Q1 | $327K | Sell |
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|
2023
Q4 | $308K | Sell |
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|
2023
Q3 | $281K | Buy |
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|
2023
Q2 | $270K | Buy |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q3 | $99K | Buy |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $97K | Sell |
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|
2021
Q4 | $177K | Buy |
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|
2021
Q3 | $105K | Buy |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $88.5K | Sell |
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|
2020
Q4 | $99K | Buy |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | $25K | Buy |
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|
2020
Q1 | $11K | Buy |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $10K | Buy |
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|
2019
Q2 | $6K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $6K | Buy |
|