SFG
Socha Financial Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,648
| Closed | -$813K | – | 26 |
|
|
2024
Q1 | $813K | Buy |
4,648
+35
| +0.8% | +$6.13K | 0.36% | 14 |
|
|
2023
Q4 | $784K | Buy |
4,613
+34
| +0.7% | +$5.78K | 0.38% | 13 |
|
|
2023
Q3 | $776K | Buy |
4,579
+31
| +0.7% | +$5.25K | 0.41% | 13 |
|
|
2023
Q2 | $842K | Buy |
+4,548
| New | +$842K | 0.44% | 12 |
|