Beese Fulmer Investment Management’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $608K | Sell |
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|
2025
Q2 | $622K | Sell |
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|
2025
Q1 | $577K | Hold |
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|
2024
Q4 | $592K | Hold |
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|
2024
Q3 | $533K | Hold |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $432K | Sell |
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|
2023
Q4 | $478K | Hold |
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|
2023
Q3 | $383K | Hold |
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|
2023
Q2 | $426K | Hold |
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|
2023
Q1 | $384K | Sell |
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|
2022
Q4 | $615K | Hold |
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|
2022
Q3 | $604K | Hold |
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|
2022
Q2 | $610K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $168K | Hold |
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|
2021
Q3 | $166K | Hold |
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|
2021
Q2 | $156K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $55K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $277K | Hold |
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|
2019
Q2 | $281K | Hold |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $251K | Hold |
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|
2018
Q3 | $298K | Hold |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $288K | Buy |
|