American Capital Advisory’s Ponce Financial Group PDLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.8K Buy
2,800
+200
+8% +$2.77K 0.02% 202
2025
Q1
$32.9K Buy
2,600
+100
+4% +$1.27K 0.02% 220
2024
Q4
$32.5K Buy
2,500
+1,500
+150% +$19.5K 0.02% 214
2024
Q3
$11.7K Hold
1,000
0.01% 282
2024
Q2
$9.76K Buy
+1,000
New +$9.76K 0.01% 260
2024
Q1
Sell
-1,000
Closed -$9.76K 499
2023
Q4
$9.76K Buy
+1,000
New +$9.76K 0.01% 260