Lockerman Financial Group’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Hold |
1,535
| – | – | 0.27% | 120 |
|
|
2025
Q1 | $230K | Sell |
1,535
-7
| -0.5% | -$1.05K | 0.35% | 101 |
|
|
2024
Q4 | $234K | Hold |
1,542
| – | – | 0.4% | 89 |
|
|
2024
Q3 | $262K | Buy |
1,542
+91
| +6% | +$15.5K | 0.44% | 87 |
|
|
2024
Q2 | $239K | Buy |
1,451
+197
| +16% | +$32.5K | 0.43% | 91 |
|
|
2024
Q1 | $219K | Sell |
1,254
-5
| -0.4% | -$875 | 0.42% | 94 |
|
|
2023
Q4 | $214K | Buy |
1,259
+12
| +1% | +$2.04K | 0.49% | 79 |
|
|
2023
Q3 | $211K | Sell |
1,247
-9
| -0.7% | -$1.53K | 0.57% | 71 |
|
|
2023
Q2 | $233K | Sell |
1,256
-13
| -1% | -$2.41K | 0.65% | 59 |
|
|
2023
Q1 | $231K | Sell |
1,269
-45
| -3% | -$8.2K | 0.64% | 60 |
|
|
2022
Q4 | $237K | Buy |
+1,314
| New | +$237K | 0.69% | 55 |
|