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Lockerman Financial Group’s Procter & Gamble PG Stock Holding History

Lockerman Financial Group’s Portfolio PG Stock Details PG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$341K Buy
2,326
+42
+2% +$6.11K 0.52% 54
2026
Q1 		$330K Buy
2,284
+210
+10% +$31.8K 0.59% 52
2025
Q4 		$297K Sell
2,074
-536
-21% -$79K 0.57% 58
2025
Q3 		$401K Buy
2,610
+178
+7% +$27.8K 0.51% 54
2025
Q2 		$387K Sell
2,432
-117
-5% -$19.1K 0.52% 59
2025
Q1 		$434K Buy
2,549
+4
+0.2% +$670 0.66% 43
2024
Q4 		$427K Sell
2,545
-1,603
-39% -$273K 0.73% 42
2024
Q3 		$719K Buy
4,148
+115
+3% +$19.5K 1.22% 24
2024
Q2 		$665K Sell
4,033
-14
-0.3% -$2.29K 1.21% 23
2024
Q1 		$657K Buy
4,047
+9
+0.2% +$1.41K 1.26% 18
2023
Q4 		$592K Sell
4,038
-46
-1% -$6.81K 1.37% 19
2023
Q3 		$596K Sell
4,084
-746
-15% -$114K 1.6% 16
2023
Q2 		$733K Buy
4,830
+55
+1% +$8.29K 2.04% 11
2023
Q1 		$710K Sell
4,775
-6
-0.1% -$858 1.95% 14
2022
Q4 		$725K Buy
4,781
+122
+3% +$17.1K 2.11% 14
2022
Q3 		$588K Buy
4,659
+304
+7% +$43.2K 1.69% 17
2022
Q2 		$626K Buy
4,355
+142
+3% +$21.3K 2% 14
2022
Q1 		$644K Buy
4,213
+47
+1% +$7.35K 1.74% 12
2021
Q4 		$681K Buy
+4,166
New +$619K 1.78% 12

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Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return