Morgan Stanley’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $831K | Sell |
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|
2025
Q1 | $934K | Sell |
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|
2024
Q4 | $976K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $291K | Sell |
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|
2024
Q1 | $499K | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $134K | Sell |
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|
2023
Q2 | $188K | Sell |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $63K | Sell |
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|
2022
Q2 | $71K | Sell |
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|
2022
Q1 | $278K | Buy |
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|
2021
Q4 | $197K | Buy |
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|
2021
Q3 | $193K | Sell |
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|
2021
Q2 | $215K | Buy |
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|
2021
Q1 | $0 | Sell |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $6K | Sell |
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|
2020
Q2 | $24K | Buy |
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|
2020
Q1 | $7K | Sell |
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|
2019
Q4 | $165K | Buy |
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|
2019
Q3 | $35K | Buy |
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|
2019
Q2 | $4K | Sell |
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|
2019
Q1 | $20K | Sell |
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|
2018
Q4 | $173K | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $293K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
|