First Foundation Advisors’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $645K | Sell |
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|
2025
Q2 | $872K | Hold |
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|
2025
Q1 | $910K | Sell |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $956K | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.75M | Hold |
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|
2023
Q4 | $1.63M | Sell |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $2.84M | Buy |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $2.15M | Sell |
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|
2022
Q3 | $3.47M | Sell |
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|
2022
Q2 | $4.47M | Sell |
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|
2022
Q1 | $5.25M | Sell |
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|
2021
Q4 | $5.77M | Buy |
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|
2021
Q3 | $888K | Sell |
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|
2021
Q2 | $1.01M | Buy |
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|
2021
Q1 | $475K | Buy |
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|
2020
Q4 | $404K | Hold |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $378K | Buy |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $481K | Hold |
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|
2019
Q3 | $482K | Hold |
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|
2019
Q2 | $477K | Sell |
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|
2019
Q1 | $487K | Sell |
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|
2018
Q4 | $538K | Sell |
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|
2018
Q3 | $845K | Sell |
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|
2018
Q2 | $955K | Sell |
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|
2018
Q1 | $965K | Sell |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.74M | Sell |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $3.11M | Sell |
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|
2016
Q2 | $3.97M | Sell |
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|
2016
Q1 | $7.04M | Sell |
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|
2015
Q4 | $8.98M | Buy |
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|
2015
Q3 | $7.56M | Buy |
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|
2015
Q2 | $7.29M | Buy |
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|
2015
Q1 | $6.61M | Buy |
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|
2014
Q4 | $4.41M | Buy |
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|
2014
Q3 | $3.64M | Sell |
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|
2014
Q2 | $4.58M | Buy |
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|
2014
Q1 | $3.98M | Sell |
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|
2013
Q4 | $3.87M | Buy |
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|
2013
Q3 | $2.69M | Sell |
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|
2013
Q2 | $3.34M | Buy |
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