IFP Advisors’s Piedmont Realty Trust, Inc. PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73K | Buy |
+512
| New | +$3.73K | ﹤0.01% | 3577 |
|
|
2023
Q1 | – | Sell |
-4,887
| Closed | -$94K | – | 4147 |
|
|
2022
Q4 | $94K | Sell |
4,887
-1
| -0% | -$19 | ﹤0.01% | 1778 |
|
|
2022
Q3 | $94K | Buy |
4,888
+42
| +0.9% | +$808 | ﹤0.01% | 1892 |
|
|
2022
Q2 | $93K | Hold |
4,846
| – | – | ﹤0.01% | 1729 |
|
|
2022
Q1 | $93K | Buy |
+4,846
| New | +$93K | ﹤0.01% | 1729 |
|
|
2021
Q4 | – | Sell |
-37
| Closed | -$1K | – | 3405 |
|
|
2021
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 3029 |
|
|
2021
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2894 |
|
|
2021
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2824 |
|
|
2020
Q4 | $1K | Hold |
37
| – | – | ﹤0.01% | 2773 |
|
|
2020
Q3 | $1K | Hold |
37
| – | – | ﹤0.01% | 2657 |
|
|
2020
Q2 | $1K | Hold |
37
| – | – | ﹤0.01% | 2550 |
|
|
2020
Q1 | $1K | Hold |
37
| – | – | ﹤0.01% | 2536 |
|
|
2019
Q4 | $1K | Sell |
37
-5,596
| -99% | -$151K | ﹤0.01% | 2690 |
|
|
2019
Q3 | $118K | Buy |
+5,633
| New | +$118K | 0.01% | 986 |
|
|
2019
Q1 | $1K | Sell |
37
-1,021
| -97% | -$27.6K | ﹤0.01% | 2239 |
|
|
2018
Q4 | $18K | Buy |
1,058
+991
| +1,479% | +$16.9K | ﹤0.01% | 2167 |
|
|
2018
Q3 | $1K | Hold |
67
| – | – | ﹤0.01% | 3666 |
|
|
2018
Q2 | $1K | Sell |
67
-1,917
| -97% | -$28.6K | ﹤0.01% | 3702 |
|
|
2018
Q1 | $39K | Hold |
1,984
| – | – | ﹤0.01% | 1965 |
|
|
2017
Q4 | $39K | Sell |
1,984
-11,749
| -86% | -$231K | ﹤0.01% | 1960 |
|
|
2017
Q3 | $277K | Sell |
13,733
-860
| -6% | -$17.3K | 0.01% | 954 |
|
|
2017
Q2 | $308K | Buy |
14,593
+3,449
| +31% | +$72.8K | 0.01% | 887 |
|
|
2017
Q1 | $238K | Sell |
11,144
-38
| -0.3% | -$812 | 0.01% | 1030 |
|
|
2016
Q4 | $234K | Sell |
11,182
-3,685
| -25% | -$77.1K | 0.01% | 972 |
|
|
2016
Q3 | $324K | Sell |
14,867
-110
| -0.7% | -$2.4K | 0.02% | 777 |
|
|
2016
Q2 | $323K | Buy |
14,977
+14,940
| +40,378% | +$322K | 0.02% | 754 |
|
|
2016
Q1 | $1K | Sell |
37
-11,527
| -100% | -$312K | ﹤0.01% | 2239 |
|
|
2015
Q4 | $218K | Buy |
+11,564
| New | +$218K | 0.01% | 798 |
|