Jones Financial Companies’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.4K | Buy |
839
+164
| +24% | +$14.3K | ﹤0.01% | 2069 |
|
|
2025
Q1 | $52.2K | Buy |
675
+93
| +16% | +$7.19K | ﹤0.01% | 2044 |
|
|
2024
Q4 | $49.2K | Buy |
582
+81
| +16% | +$6.85K | ﹤0.01% | 1889 |
|
|
2024
Q3 | $39.2K | Buy |
501
+177
| +55% | +$13.8K | ﹤0.01% | 1726 |
|
|
2024
Q2 | $21.4K | Buy |
324
+66
| +26% | +$4.36K | ﹤0.01% | 1516 |
|
|
2024
Q1 | $19.3K | Buy |
258
+126
| +95% | +$9.41K | ﹤0.01% | 917 |
|
|
2023
Q4 | $9.13K | Buy |
132
+65
| +97% | +$4.5K | ﹤0.01% | 694 |
|
|
2023
Q3 | $3.94K | Buy |
+67
| New | +$3.94K | ﹤0.01% | 524 |
|
|
2022
Q3 | – | Sell |
-58
| Closed | -$3K | – | 686 |
|
|
2022
Q2 | $3K | Sell |
58
-36
| -38% | -$1.86K | ﹤0.01% | 578 |
|
|
2022
Q1 | $5K | Sell |
94
-294
| -76% | -$15.6K | ﹤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% | -$1.76K | ﹤0.01% | 412 |
|
|
2021
Q1 | $24K | Buy |
424
+10
| +2% | +$566 | ﹤0.01% | 437 |
|
|
2020
Q4 | $20K | Buy |
+414
| New | +$20K | ﹤0.01% | 366 |
|