Synovus Financial’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,440
| Closed | -$213K | – | 852 |
|
2022
Q2 | $213K | Buy |
4,440
+162
| +4% | +$7.77K | ﹤0.01% | 794 |
|
2022
Q1 | $217K | Sell |
4,278
-178
| -4% | -$9.03K | ﹤0.01% | 800 |
|
2021
Q4 | $262K | Buy |
4,456
+167
| +4% | +$9.82K | ﹤0.01% | 774 |
|
2021
Q3 | $244K | Sell |
4,289
-2,031
| -32% | -$116K | ﹤0.01% | 776 |
|
2021
Q2 | $398K | Buy |
+6,320
| New | +$398K | ﹤0.01% | 668 |
|
2020
Q2 | – | Sell |
-200
| Closed | -$8K | – | 1684 |
|
2020
Q1 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 1617 |
|
2019
Q1 | – | Sell |
-243
| Closed | -$11K | – | 1419 |
|
2018
Q4 | $11K | Sell |
243
-212
| -47% | -$9.6K | ﹤0.01% | 1063 |
|
2018
Q3 | $26K | Hold |
455
| – | – | ﹤0.01% | 958 |
|
2018
Q2 | $21K | Hold |
455
| – | – | ﹤0.01% | 935 |
|
2018
Q1 | $21K | Buy |
+455
| New | +$21K | ﹤0.01% | 919 |
|