Allworth Financial’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1K | Sell |
8,650
-238
| -3% | -$1.74K | ﹤0.01% | 1803 |
|
|
2025
Q1 | $60.3K | Buy |
8,888
+451
| +5% | +$3.06K | ﹤0.01% | 1460 |
|
|
2024
Q4 | $73.9K | Sell |
8,437
-394
| -4% | -$3.45K | ﹤0.01% | 1391 |
|
|
2024
Q3 | $89.2K | Buy |
8,831
+362
| +4% | +$3.66K | ﹤0.01% | 1135 |
|
|
2024
Q2 | $68.1K | Buy |
8,469
+408
| +5% | +$3.28K | ﹤0.01% | 1225 |
|
|
2024
Q1 | $56.7K | Sell |
8,061
-7,931
| -50% | -$55.8K | ﹤0.01% | 1251 |
|
|
2023
Q4 | $114K | Buy |
15,992
+1,880
| +13% | +$13.4K | ﹤0.01% | 902 |
|
|
2023
Q3 | $79.3K | Sell |
14,112
-260
| -2% | -$1.46K | ﹤0.01% | 963 |
|
|
2023
Q2 | $104K | Buy |
14,372
+1,353
| +10% | +$9.84K | ﹤0.01% | 884 |
|
|
2023
Q1 | $95K | Sell |
13,019
-65
| -0.5% | -$475 | ﹤0.01% | 874 |
|
|
2022
Q4 | $120K | Buy |
13,084
+235
| +2% | +$2.16K | ﹤0.01% | 765 |
|
|
2022
Q3 | $136K | Buy |
12,849
+48
| +0.4% | +$508 | ﹤0.01% | 686 |
|
|
2022
Q2 | $168K | Hold |
12,801
| – | – | ﹤0.01% | 592 |
|
|
2022
Q1 | $220K | Sell |
12,801
-25
| -0.2% | -$430 | ﹤0.01% | 533 |
|
|
2021
Q4 | $236K | Buy |
12,826
+161
| +1% | +$2.96K | ﹤0.01% | 496 |
|
|
2021
Q3 | $221K | Hold |
12,665
| – | – | ﹤0.01% | 459 |
|
|
2021
Q2 | $234K | Sell |
12,665
-2,826
| -18% | -$52.2K | ﹤0.01% | 353 |
|
|
2021
Q1 | $269K | Buy |
15,491
+12,240
| +376% | +$213K | 0.01% | 312 |
|
|
2020
Q4 | $53K | Sell |
3,251
-347
| -10% | -$5.66K | ﹤0.01% | 472 |
|
|
2020
Q3 | $49K | Hold |
3,598
| – | – | ﹤0.01% | 425 |
|
|
2020
Q2 | $60K | Buy |
3,598
+1,660
| +86% | +$27.7K | ﹤0.01% | 387 |
|
|
2020
Q1 | $34K | Hold |
1,938
| – | – | ﹤0.01% | 472 |
|
|
2019
Q4 | $43K | Hold |
1,938
| – | – | ﹤0.01% | 386 |
|
|
2019
Q3 | $40K | Buy |
+1,938
| New | +$40K | ﹤0.01% | 360 |
|
|
2019
Q2 | – | Hold |
0
| – | -$40K | – | 363 |
|
|
2019
Q1 | – | Hold |
0
| – | -$33K | – | 353 |
|
|
2018
Q4 | – | Hold |
0
| – | -$36K | – | 340 |
|
|
2018
Q3 | – | Hold |
0
| – | -$38K | – | 336 |
|
|
2018
Q2 | – | Hold |
0
| – | -$33K | – | 318 |
|
|
2018
Q1 | – | Hold |
0
| – | -$36K | – | 301 |
|
|
2017
Q4 | – | Hold |
0
| – | -$37K | – | 286 |
|
|
2017
Q3 | – | Hold |
0
| – | -$38K | – | 274 |
|
|
2017
Q2 | – | Hold |
0
| – | -$39K | – | 283 |
|
|
2017
Q1 | – | Hold |
0
| – | -$37K | – | 261 |
|
|
2016
Q4 | – | Hold |
0
| – | -$39K | – | 248 |
|
|
2016
Q3 | – | Hold |
0
| – | -$38K | – | 246 |
|
|
2016
Q2 | – | Hold |
0
| – | -$36K | – | 237 |
|
|
2016
Q1 | – | Hold |
0
| – | -$33K | – | 240 |
|
|
2015
Q4 | – | Hold |
0
| – | -$31K | – | 242 |
|
|
2015
Q3 | – | Hold |
0
| – | -$31K | – | 255 |
|
|
2015
Q2 | – | Hold |
0
| – | -$32K | – | 255 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 250 |
|