TFC Financial Management’s Donaldson DCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39K | Hold |
20
| – | – | ﹤0.01% | 544 |
|
|
2025
Q1 | $1.35K | Sell |
20
-245
| -92% | -$16.5K | ﹤0.01% | 528 |
|
|
2024
Q4 | $17.9K | Sell |
265
-43
| -14% | -$2.9K | ﹤0.01% | 327 |
|
|
2024
Q3 | $22.7K | Buy |
308
+288
| +1,440% | +$21.2K | ﹤0.01% | 312 |
|
|
2024
Q2 | $1.44K | Hold |
20
| – | – | ﹤0.01% | 525 |
|
|
2024
Q1 | $1.5K | Hold |
20
| – | – | ﹤0.01% | 496 |
|
|
2023
Q4 | $1.31K | Hold |
20
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $1.2K | Hold |
20
| – | – | ﹤0.01% | 512 |
|
|
2023
Q2 | $1.26K | Hold |
20
| – | – | ﹤0.01% | 491 |
|
|
2023
Q1 | $1.31K | Hold |
20
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $1.18K | Hold |
20
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 458 |
|
|
2022
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 451 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 470 |
|
|
2021
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 519 |
|
|
2021
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 505 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 503 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 492 |
|
|
2020
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 477 |
|
|
2020
Q3 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 444 |
|