LPL Financial’s Piedmont Realty Trust PDM Stock Holding History

LPL Financial’s Portfolio PDM Stock Details PDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.14M	Sell	173,772 -3,102	-2%	-$24.1K	﹤0.01%	4069
2025 Q4	$1.48M	Buy	176,874 +10,272	+6%	+$85.8K	﹤0.01%	3681
2025 Q3	$1.5M	Buy	166,602 +21,668	+15%	+$174K	﹤0.01%	3600
2025 Q2	$1.06M	Buy	144,934 +8,543	+6%	+$59K	﹤0.01%	3706
2025 Q1	$1.01M	Sell	136,391 -5,767	-4%	-$45.6K	﹤0.01%	3557
2024 Q4	$1.3M	Sell	142,158 -10,012	-7%	-$97.3K	﹤0.01%	3263
2024 Q3	$1.54M	Buy	152,170 +14,137	+10%	+$126K	﹤0.01%	2981
2024 Q2	$1M	Sell	138,033 -13,110	-9%	-$91.1K	﹤0.01%	3257
2024 Q1	$1.06M	Sell	151,143 -7,030	-4%	-$47.1K	﹤0.01%	3127
2023 Q4	$1.12M	Buy	158,173 +8,773	+6%	+$53K	﹤0.01%	2939
2023 Q3	$840K	Sell	149,400 -778	-0.5%	-$5.34K	﹤0.01%	3049
2023 Q2	$1.09M	Buy	150,178 +5,990	+4%	+$39.9K	﹤0.01%	2773
2023 Q1	$1.05M	Buy	144,188 +16,864	+13%	+$155K	﹤0.01%	2713
2022 Q4	$1.17M	Sell	127,324 -250	-0.2%	-$2.47K	﹤0.01%	2523
2022 Q3	$1.35M	Buy	127,574 +1,520	+1%	+$19.1K	﹤0.01%	2307
2022 Q2	$1.65M	Buy	126,054 +40,693	+48%	+$612K	﹤0.01%	2175
2022 Q1	$1.47M	Sell	85,361 -5,264	-6%	-$92.4K	﹤0.01%	2291
2021 Q4	$1.67M	Sell	90,625 -1,773	-2%	-$32.5K	﹤0.01%	2227
2021 Q3	$1.61M	Buy	92,398 +101	+0.1%	+$1.84K	﹤0.01%	2227
2021 Q2	$1.71M	Buy	92,297 +8,693	+10%	+$162K	﹤0.01%	2107
2021 Q1	$1.45M	Sell	83,604 -9,523	-10%	-$161K	﹤0.01%	2086
2020 Q4	$1.51M	Buy	93,127 +1,568	+2%	+$23.1K	﹤0.01%	1875
2020 Q3	$1.24M	Sell	91,559 -1,640	-2%	-$25.4K	﹤0.01%	1766
2020 Q2	$1.55M	Sell	93,199 -6,916	-7%	-$115K	﹤0.01%	1519
2020 Q1	$1.77M	Buy	100,115 +996	+1%	+$21.5K	﹤0.01%	1264
2019 Q4	$2.2M	Sell	99,119 -6,981	-7%	-$150K	﹤0.01%	1291
2019 Q3	$2.21M	Buy	106,100 +93	+0.1%	+$1.88K	﹤0.01%	1195
2019 Q2	$2.11M	Sell	106,007 -7,559	-7%	-$156K	﹤0.01%	1217
2019 Q1	$2.37M	Buy	113,566 +2,493	+2%	+$49.1K	0.01%	1104
2018 Q4	$1.89M	Sell	111,073 -879	-0.8%	-$16K	0.01%	1109
2018 Q3	$2.12M	Sell	111,952 -4,914	-4%	-$96.9K	0.01%	1149
2018 Q2	$2.33M	Buy	116,866 +8,005	+7%	+$148K	0.01%	1042
2018 Q1	$1.92M	Buy	108,861 +34,409	+46%	+$635K	0.01%	1138
2017 Q4	$1.46M	Buy	74,452 +22,980	+45%	+$458K	﹤0.01%	1268
2017 Q3	$1.04M	Buy	51,472 +1,492	+3%	+$30.4K	﹤0.01%	1402
2017 Q2	$1.05M	Buy	+49,980	New	+$1.08M	﹤0.01%	1336
2017 Q1	–	Sell	-44,687	Closed	-$940K	–	2772
2016 Q4	$940K	Buy	44,687 +2,851	+7%	+$57.5K	0.01%	1254
2016 Q3	$888K	Sell	41,836 -2,638	-6%	-$56.7K	0.01%	1288
2016 Q2	$951K	Sell	44,474 -46,526	-51%	-$944K	0.01%	1206
2016 Q1	$1.82M	Sell	91,000 -11,463	-11%	-$214K	0.01%	1256
2015 Q4	$1.96M	Buy	102,463 +46,335	+83%	+$886K	0.01%	1183
2015 Q3	$1.04M	Sell	56,128 -8,845	-14%	-$158K	0.01%	1215
2015 Q2	$1.17M	Sell	64,973 -4,647	-7%	-$82.6K	0.01%	1247
2015 Q1	$1.3M	Sell	69,620 -1,866	-3%	-$35.2K	0.01%	1181
2014 Q4	$1.35M	Sell	71,486 -14,535	-17%	-$274K	0.01%	1109
2014 Q3	$1.52M	Sell	86,021 -8,528	-9%	-$164K	0.01%	1026
2014 Q2	$1.79M	Sell	94,549 -20,263	-18%	-$371K	0.01%	953
2014 Q1	$1.97M	Sell	114,812 -21,530	-16%	-$361K	0.01%	848
2013 Q4	$2.25M	Sell	136,342 -14,961	-10%	-$259K	0.01%	769
2013 Q3	$2.69M	Buy	151,303 +14,932	+11%	+$267K	0.02%	645
2013 Q2	$2.44M	Buy	+136,371	New	+$2.65M	0.02%	627