LRI Investments’s Procter & Gamble PG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Sell
9,373
-10
-0.1% -$1.59K 0.13% 72
2025
Q1
$1.6M Sell
9,383
-2,621
-22% -$447K 0.15% 67
2024
Q4
$2.01M Sell
12,004
-73
-0.6% -$12.2K 0.19% 43
2024
Q3
$2.02M Sell
12,077
-489
-4% -$81.7K 0.2% 44
2024
Q2
$2.07M Buy
12,566
+6,467
+106% +$1.07M 0.24% 35
2024
Q1
$990K Buy
+6,099
New +$990K 0.25% 44