Patriot Financial Group Insurance Agency’s PIMCO Dynamic Income Fund PDI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $337K | Buy |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $325K | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $366K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $287K | Buy |
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|
2023
Q3 | $253K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $51K | Hold |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q3 | $40K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $42K | Hold |
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|
2020
Q4 | $40K | Hold |
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|
2020
Q3 | $38K | Sell |
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|
2020
Q2 | $77K | Hold |
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|
2020
Q1 | $69K | Sell |
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|
2019
Q4 | $119K | Hold |
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|
2019
Q3 | $119K | Hold |
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|
2019
Q2 | $118K | Hold |
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|
2019
Q1 | $117K | Buy |
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