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DHK Financial Advisors’s Potbelly PBPB Stock Holding History

DHK Financial Advisors’s Portfolio PBPB Stock Details PBPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$584K Hold
47,652
– – 0.34% 55
2025
Q1 		$453K Buy
47,652
+700
+1% +$6.66K 0.25% 63
2024
Q4 		$442K Hold
46,952
– – 0.27% 62
2024
Q3 		$392K Buy
+46,952
New +$392K 0.24% 64