Independent Financial Group’s PIMCO Income Strategy Fund PFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.4M | Sell |
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|
2025
Q4 | $4.72M | Sell |
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|
2025
Q3 | $4.77M | Buy |
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|
2025
Q2 | $4.59M | Sell |
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|
2025
Q1 | $4.78M | Sell |
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|
2024
Q4 | $4.93M | Buy |
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|
2024
Q3 | $4.95M | Sell |
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|
2024
Q2 | $4.85M | Buy |
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|
2024
Q1 | $4.99M | Buy |
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|
2023
Q4 | $4.82M | Buy |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $417K | Buy |
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|
2022
Q2 | $176K | Buy |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $128K | Buy |
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