D.A. Davidson & Co’s PJT Partners PJT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$289K Sell
1,752
-6
-0.3% -$990 ﹤0.01% 1225
2025
Q1
$242K Hold
1,758
﹤0.01% 1257
2024
Q4
$277K Hold
1,758
﹤0.01% 1224
2024
Q3
$234K Buy
+1,758
New +$234K ﹤0.01% 1257
2017
Q3
Sell
-67
Closed -$2K 1750
2017
Q2
$2K Sell
67
-13
-16% -$388 ﹤0.01% 2297
2017
Q1
$2K Sell
80
-33
-29% -$825 ﹤0.01% 2271
2016
Q4
$3K Sell
113
-93
-45% -$2.47K ﹤0.01% 2326
2016
Q3
$5K Sell
206
-95
-32% -$2.31K ﹤0.01% 2195
2016
Q2
$6K Sell
301
-118
-28% -$2.35K ﹤0.01% 2083
2016
Q1
$10K Sell
419
-37
-8% -$883 ﹤0.01% 1910
2015
Q4
$12K Buy
+456
New +$12K ﹤0.01% 1863