Sunbelt Securities’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47.7K | Sell |
708
-3
| -0.4% | -$202 | ﹤0.01% | 951 |
|
|
2025
Q1 | $47.7K | Buy |
711
+3
| +0.4% | +$201 | ﹤0.01% | 925 |
|
|
2024
Q4 | $47.6K | Buy |
708
+3
| +0.4% | +$202 | ﹤0.01% | 951 |
|
|
2024
Q3 | $52K | Buy |
705
+2
| +0.3% | +$147 | 0.01% | 930 |
|
|
2024
Q2 | $50.3K | Buy |
703
+3
| +0.4% | +$215 | 0.01% | 899 |
|
|
2024
Q1 | $52.3K | Buy |
+700
| New | +$52.3K | 0.01% | 862 |
|