LPL Financial’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 | $5.14M | Sell |
59,995
-20,938
| -26% | -$1.91M | ﹤0.01% | 2595 |
|
|
2025
Q4 | $7.28M | Sell |
80,933
-1,000
| -1% | -$96.6K | ﹤0.01% | 2213 |
|
|
2025
Q3 | $8.52M | Sell |
81,933
-16,733
| -17% | -$1.68M | ﹤0.01% | 2019 |
|
|
2025
Q2 | $8.63M | Buy |
98,666
+622
| +0.6% | +$51.8K | ﹤0.01% | 1861 |
|
|
2025
Q1 | $7.44M | Buy |
98,044
+4,861
| +5% | +$406K | ﹤0.01% | 1823 |
|
|
2024
Q4 | $7.99M | Buy |
93,183
+25,192
| +37% | +$2.13M | ﹤0.01% | 1708 |
|
|
2024
Q3 | $5.33M | Buy |
67,991
+14,615
| +27% | +$1.02M | ﹤0.01% | 1944 |
|
|
2024
Q2 | $3.53M | Buy |
53,376
+819
| +2% | +$57.1K | ﹤0.01% | 2122 |
|
|
2024
Q1 | $3.92M | Buy |
52,557
+1,790
| +4% | +$132K | ﹤0.01% | 1967 |
|
|
2023
Q4 | $3.51M | Sell |
50,767
-2,727
| -5% | -$168K | ﹤0.01% | 1936 |
|
|
2023
Q3 | $3.15M | Buy |
53,494
+9,241
| +21% | +$559K | ﹤0.01% | 1921 |
|
|
2023
Q2 | $2.67M | Buy |
44,253
+14,562
| +49% | +$857K | ﹤0.01% | 2009 |
|
|
2023
Q1 | $1.79M | Sell |
29,691
-1,045
| -3% | -$61K | ﹤0.01% | 2231 |
|
|
2022
Q4 | $1.76M | Buy |
30,736
+3,243
| +12% | +$177K | ﹤0.01% | 2165 |
|
|
2022
Q3 | $1.18M | Sell |
27,493
-935
| -3% | -$46.2K | ﹤0.01% | 2401 |
|
|
2022
Q2 | $1.31M | Buy |
28,428
+2,761
| +11% | +$128K | ﹤0.01% | 2350 |
|
|
2022
Q1 | $1.29M | Buy |
25,667
+6,617
| +35% | +$324K | ﹤0.01% | 2404 |
|
|
2021
Q4 | $870K | Buy |
19,050
+6,416
| +51% | +$292K | ﹤0.01% | 2783 |
|
|
2021
Q3 | $597K | Buy |
12,634
+5,411
| +75% | +$249K | ﹤0.01% | 3057 |
|
|
2021
Q2 | $350K | Buy |
7,223
+307
| +4% | +$16.2K | ﹤0.01% | 3465 |
|
|
2021
Q1 | $398K | Sell |
6,916
-47,608
| -87% | -$2.51M | ﹤0.01% | 3222 |
|
|
2020
Q4 | $2.6M | Buy |
54,524
+294
| +0.5% | +$12.4K | ﹤0.01% | 1502 |
|
|
2020
Q3 | $1.88M | Sell |
54,230
-49,005
| -47% | -$1.58M | ﹤0.01% | 1504 |
|
|
2020
Q2 | $3.01M | Buy |
103,235
+2,103
| +2% | +$54.7K | 0.01% | 1135 |
|
|
2020
Q1 | $2.5M | Buy |
+101,132
| New | +$4.35M | 0.01% | 1058 |
|
|
2019
Q3 | – | Sell |
-13,480
| Closed | -$540K | – | 3361 |
|
|
2019
Q2 | $540K | Buy |
+13,480
| New | +$540K | ﹤0.01% | 2229 |
|
|
2016
Q2 | – | Sell |
-37,554
| Closed | -$899K | – | 2893 |
|
|
2016
Q1 | $899K | Buy |
+37,554
| New | +$857K | ﹤0.01% | 1755 |
|
Other funds holding PFGC
VPM
VCM
LPC
EC