Pin Oak Investment Advisors’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 | $182K | Sell |
1,071
-226
| -17% | -$38.4K | 0.15% | 99 |
|
|
2025
Q1 | $229K | Buy |
1,297
+294
| +29% | +$51.9K | 0.17% | 88 |
|
|
2024
Q4 | $174K | Buy |
1,003
+50
| +5% | +$8.67K | 0.16% | 97 |
|
|
2024
Q3 | $165K | Sell |
953
-614
| -39% | -$106K | 0.15% | 104 |
|
|
2024
Q2 | $258K | Buy |
1,567
+204
| +15% | +$33.6K | 0.25% | 62 |
|
|
2024
Q1 | $221K | Hold |
1,363
| – | – | 0.21% | 81 |
|
|
2023
Q4 | $200K | Hold |
1,363
| – | – | 0.2% | 81 |
|
|
2023
Q3 | $199K | Buy |
1,363
+100
| +8% | +$14.6K | 0.22% | 75 |
|
|
2023
Q2 | $192K | Sell |
1,263
-80
| -6% | -$12.2K | 0.21% | 78 |
|
|
2023
Q1 | $200K | Hold |
1,343
| – | – | 0.25% | 75 |
|
|
2022
Q4 | $204K | Buy |
1,343
+29
| +2% | +$4.41K | 0.25% | 69 |
|
|
2022
Q3 | $166K | Sell |
1,314
-160
| -11% | -$20.2K | 0.21% | 78 |
|
|
2022
Q2 | $212K | Sell |
1,474
-77
| -5% | -$11.1K | 0.26% | 69 |
|
|
2022
Q1 | $237K | Sell |
1,551
-85
| -5% | -$13K | 0.25% | 70 |
|
|
2021
Q4 | $268K | Sell |
1,636
-100
| -6% | -$16.4K | 0.27% | 63 |
|
|
2021
Q3 | $243K | Hold |
1,736
| – | – | 0.27% | 64 |
|
|
2021
Q2 | $234K | Sell |
1,736
-135
| -7% | -$18.2K | 0.24% | 71 |
|
|
2021
Q1 | $253K | Hold |
1,871
| – | – | 0.22% | 82 |
|
|
2020
Q4 | $260K | Sell |
1,871
-53
| -3% | -$7.37K | 0.21% | 87 |
|
|
2020
Q3 | $267K | Sell |
1,924
-481
| -20% | -$66.8K | 0.26% | 79 |
|
|
2020
Q2 | $288K | Sell |
2,405
-35
| -1% | -$4.19K | 0.27% | 73 |
|
|
2020
Q1 | $268K | Sell |
2,440
-410
| -14% | -$45K | 0.28% | 74 |
|
|
2019
Q4 | $356K | Hold |
2,850
| – | – | 0.29% | 71 |
|
|
2019
Q3 | $354K | Sell |
2,850
-438
| -13% | -$54.4K | 0.29% | 77 |
|
|
2019
Q2 | $361K | Buy |
3,288
+533
| +19% | +$58.5K | 0.28% | 77 |
|
|
2019
Q1 | $287K | Hold |
2,755
| – | – | 0.23% | 85 |
|
|
2018
Q4 | $253K | Sell |
2,755
-22,896
| -89% | -$2.1M | 0.22% | 88 |
|
|
2018
Q3 | $2.14M | Sell |
25,651
-806
| -3% | -$67.1K | 1.6% | 20 |
|
|
2018
Q2 | $2.07M | Buy |
26,457
+20,432
| +339% | +$1.59M | 1.52% | 21 |
|
|
2018
Q1 | $478K | Sell |
6,025
-3
| -0% | -$238 | 0.39% | 57 |
|
|
2017
Q4 | $554K | Buy |
+6,028
| New | +$554K | 0.43% | 58 |
|