Stiles Financial Services’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 | $267K | Sell |
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|
2025
Q2 | $253K | Buy |
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|
2025
Q1 | $239K | Buy |
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|
2024
Q4 | $239K | Buy |
|
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|
2024
Q3 | $261K | Buy |
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|
2024
Q2 | $253K | Buy |
|
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|
2024
Q1 | $264K | Buy |
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|
2023
Q4 | $230K | Sell |
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|
2023
Q3 | $222K | Buy |
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|
2023
Q2 | $232K | Sell |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $238K | Buy |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $261K | Buy |
|