First Foundation Advisors’s PIMCO Dynamic Income Opportunities Fund PDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Sell |
24,928
-4,651
| -16% | -$62.7K | 0.01% | 277 |
|
|
2025
Q1 | $411K | Hold |
29,579
| – | – | 0.02% | 242 |
|
|
2024
Q4 | $402K | Hold |
29,579
| – | – | 0.02% | 250 |
|
|
2024
Q3 | $418K | Sell |
29,579
-6,583
| -18% | -$93K | 0.02% | 248 |
|
|
2024
Q2 | $481K | Sell |
36,162
-17,262
| -32% | -$229K | 0.02% | 227 |
|
|
2024
Q1 | $704K | Sell |
53,424
-17,366
| -25% | -$229K | 0.03% | 198 |
|
|
2023
Q4 | $866K | Buy |
70,790
+43,735
| +162% | +$535K | 0.04% | 181 |
|
|
2023
Q3 | $321K | Hold |
27,055
| – | – | 0.02% | 315 |
|
|
2023
Q2 | $353K | Sell |
27,055
-35,000
| -56% | -$457K | 0.02% | 286 |
|
|
2023
Q1 | $769K | Sell |
62,055
-85,317
| -58% | -$1.06M | 0.04% | 190 |
|
|
2022
Q4 | $1.88M | Buy |
147,372
+1
| +0% | +$13 | 0.09% | 127 |
|
|
2022
Q3 | $1.94M | Buy |
147,371
+2,898
| +2% | +$38.2K | 0.1% | 120 |
|
|
2022
Q2 | $2M | Buy |
144,473
+6,583
| +5% | +$91.2K | 0.09% | 120 |
|
|
2022
Q1 | $2.34M | Buy |
137,890
+15,000
| +12% | +$255K | 0.08% | 122 |
|
|
2021
Q4 | $2.4M | Hold |
122,890
| – | – | 0.08% | 121 |
|
|
2021
Q3 | $2.58M | Sell |
122,890
-28
| -0% | -$587 | 0.1% | 111 |
|
|
2021
Q2 | $2.85M | Buy |
122,918
+3,098
| +3% | +$71.8K | 0.11% | 113 |
|
|
2021
Q1 | $2.41M | Buy |
+119,820
| New | +$2.41M | 0.1% | 116 |
|