LPL Financial’s Presidio Property Trust SQFT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,473
Closed -$8.47K 5487
2025
Q1
$8.47K Buy
1,473
+262
+22% +$1.51K ﹤0.01% 5186
2024
Q4
$9.69K Sell
1,211
-61
-5% -$488 ﹤0.01% 5130
2024
Q3
$9.13K Sell
1,272
-211
-14% -$1.52K ﹤0.01% 5026
2024
Q2
$10.3K Hold
1,483
﹤0.01% 4873
2024
Q1
$18.1K Buy
+1,483
New +$18.1K ﹤0.01% 4776