Raymond James & Associates’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-37,447
| Closed | -$325K | – | 3839 |
|
2023
Q2 | $325K | Hold |
37,447
| – | – | ﹤0.01% | 3178 |
|
2023
Q1 | $294K | Hold |
37,447
| – | – | ﹤0.01% | 3228 |
|
2022
Q4 | $349K | Hold |
37,447
| – | – | ﹤0.01% | 3107 |
|
2022
Q3 | $343K | Hold |
37,447
| – | – | ﹤0.01% | 3081 |
|
2022
Q2 | $346K | Buy |
37,447
+8,947
| +31% | +$82.7K | ﹤0.01% | 3128 |
|
2022
Q1 | $296K | Buy |
+28,500
| New | +$296K | ﹤0.01% | 3397 |
|