Truist Financial’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 | $555K | Buy |
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|
2025
Q2 | $452K | Buy |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $435K | Buy |
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|
2024
Q2 | $408K | Buy |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $298K | Buy |
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|
2023
Q2 | $304K | Sell |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $750K | Buy |
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|
2021
Q3 | $726K | Buy |
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|
2021
Q2 | $776K | Sell |
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|
2021
Q1 | $717K | Sell |
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|
2020
Q4 | $693K | Buy |
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|
2020
Q3 | $573K | Sell |
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|
2020
Q2 | $662K | Buy |
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|
2020
Q1 | $525K | Sell |
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|
2019
Q4 | $787K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $210K | Buy |
|