Jones Financial Companies’s Performance Food Group PFGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8M	Buy	154,142 +152,383	+8,663%	+$13.9M	0.01%	737
2025 Q4	$158K	Buy	1,759 +361	+26%	+$34.9K	﹤0.01%	2016
2025 Q3	$146K	Buy	1,398 +559	+67%	+$56K	﹤0.01%	1918
2025 Q2	$73.4K	Buy	839 +164	+24%	+$13.7K	﹤0.01%	2069
2025 Q1	$52.2K	Buy	675 +93	+16%	+$7.76K	﹤0.01%	2044
2024 Q4	$49.2K	Buy	582 +81	+16%	+$6.83K	﹤0.01%	1889
2024 Q3	$39.2K	Buy	501 +177	+55%	+$12.4K	﹤0.01%	1726
2024 Q2	$21.4K	Buy	324 +66	+26%	+$4.6K	﹤0.01%	1516
2024 Q1	$19.3K	Buy	258 +126	+95%	+$9.27K	﹤0.01%	917
2023 Q4	$9.13K	Buy	132 +65	+97%	+$3.99K	﹤0.01%	694
2023 Q3	$3.94K	Buy	+67	New	+$4.05K	﹤0.01%	524
2022 Q3	–	Sell	-58	Closed	-$3K	–	686
2022 Q2	$3K	Sell	58 -36	-38%	-$1.66K	﹤0.01%	578
2022 Q1	$5K	Sell	94 -294	-76%	-$14.4K	﹤0.01%	583
2021 Q4	$18K	Hold	388	–	–	﹤0.01%	476
2021 Q3	$18K	Hold	388	–	–	﹤0.01%	437
2021 Q2	$19K	Sell	388 -36	-8%	-$1.9K	﹤0.01%	412
2021 Q1	$24K	Buy	424 +10	+2%	+$528	﹤0.01%	437
2020 Q4	$20K	Buy	+414	New	+$17.4K	﹤0.01%	366