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Capital Performance Advisors’s Ponce Financial Group PDLB Stock Holding History

Capital Performance Advisors’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5
Closed -$58 – 1949
2024
Q3 		$58 Buy
+5
New +$52 ﹤0.01% 2781

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Capital Performance Advisors's PDLB Position: Q4 2024 in Review

Capital Performance Advisors sold out of Ponce Financial Group (PDLB) in Q4 2024, closing a stake of 5 shares — an estimated $58 sold.

Capital Performance Advisors first reported a position in PDLB in Q3 2024 and held it in 1 quarter. The position peaked at $58 in Q3 2024. 68 funds tracked by Wall St. Rank hold PDLB as of Q4 2024.

  • Capital Performance Advisors reported no remaining Ponce Financial Group position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5 Ponce Financial Group shares in Q4 2024, an estimated $58.
  • Capital Performance Advisors first reported a position in Ponce Financial Group in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Ponce Financial Group position peaked at $58 in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Ponce Financial Group as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.