Yousif Capital 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 | $2.93M | Sell |
42,283
-690
| -2% | -$47.9K | 0.03% | 534 |
|
2025
Q1 | $2.88M | Sell |
42,973
-1,120
| -3% | -$75.1K | 0.03% | 521 |
|
2024
Q4 | $2.97M | Sell |
44,093
-1,882
| -4% | -$127K | 0.03% | 538 |
|
2024
Q3 | $3.39M | Sell |
45,975
-6,116
| -12% | -$451K | 0.04% | 476 |
|
2024
Q2 | $3.73M | Sell |
52,091
-4,507
| -8% | -$323K | 0.04% | 427 |
|
2024
Q1 | $4.23M | Sell |
56,598
-1,422
| -2% | -$106K | 0.05% | 412 |
|
2023
Q4 | $3.79M | Sell |
58,020
-193
| -0.3% | -$12.6K | 0.04% | 438 |
|
2023
Q3 | $3.47M | Sell |
58,213
-3,245
| -5% | -$194K | 0.04% | 446 |
|
2023
Q2 | $3.84M | Sell |
61,458
-2,515
| -4% | -$157K | 0.05% | 420 |
|
2023
Q1 | $4.18M | Sell |
63,973
-870
| -1% | -$56.8K | 0.05% | 375 |
|
2022
Q4 | $3.82M | Sell |
64,843
-122
| -0.2% | -$7.18K | 0.05% | 418 |
|
2022
Q3 | $3.18M | Sell |
64,965
-6,110
| -9% | -$299K | 0.05% | 450 |
|
2022
Q2 | $3.42M | Buy |
71,075
+1,860
| +3% | +$89.6K | 0.05% | 459 |
|
2022
Q1 | $3.59M | Buy |
69,215
+1,779
| +3% | +$92.4K | 0.04% | 527 |
|
2021
Q4 | $4M | Buy |
+67,436
| New | +$4M | 0.04% | 501 |
|