Souders Financial 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 | $19.4M | Sell |
121,628
-6,175
| -5% | -$984K | 2.47% | 13 |
|
|
2025
Q1 | $21.8M | Sell |
127,803
-1,401
| -1% | -$239K | 3.04% | 7 |
|
|
2024
Q4 | $21.7M | Sell |
129,204
-4,261
| -3% | -$714K | 3.03% | 8 |
|
|
2024
Q3 | $23.1M | Sell |
133,465
-2,428
| -2% | -$421K | 3.22% | 7 |
|
|
2024
Q2 | $22.4M | Buy |
135,893
+1,873
| +1% | +$309K | 3.38% | 8 |
|
|
2024
Q1 | $21.7M | Sell |
134,020
-683
| -0.5% | -$111K | 3.43% | 8 |
|
|
2023
Q4 | $19.7M | Buy |
134,703
+16,161
| +14% | +$2.37M | 3.38% | 7 |
|
|
2023
Q3 | $17.3M | Sell |
118,542
-317
| -0.3% | -$46.2K | 3.32% | 4 |
|
|
2023
Q2 | $18M | Sell |
118,859
-572
| -0.5% | -$86.8K | 3.45% | 4 |
|
|
2023
Q1 | $17.8M | Sell |
119,431
-2,138
| -2% | -$318K | 3.77% | 4 |
|
|
2022
Q4 | $18.4M | Buy |
121,569
+2,265
| +2% | +$343K | 4.21% | 4 |
|
|
2022
Q3 | $15.1M | Buy |
119,304
+6,414
| +6% | +$810K | 4.09% | 4 |
|
|
2022
Q2 | $16.2M | Buy |
112,890
+17,396
| +18% | +$2.5M | 4.67% | 4 |
|
|
2022
Q1 | $14.6M | Sell |
95,494
-783
| -0.8% | -$120K | 4.22% | 3 |
|
|
2021
Q4 | $15.7M | Sell |
96,277
-1,570
| -2% | -$257K | 4.52% | 3 |
|
|
2021
Q3 | $13.7M | Buy |
97,847
+5,839
| +6% | +$816K | 4.41% | 3 |
|
|
2021
Q2 | $12.4M | Sell |
92,008
-13,532
| -13% | -$1.83M | 4.18% | 4 |
|
|
2021
Q1 | $14.3M | Buy |
105,540
+2,211
| +2% | +$299K | 5.6% | 3 |
|
|
2020
Q4 | $14.4M | Buy |
103,329
+9,818
| +10% | +$1.37M | 6.26% | 3 |
|
|
2020
Q3 | $13.1M | Buy |
93,511
+3,175
| +4% | +$445K | 6.2% | 3 |
|
|
2020
Q2 | $10.8M | Buy |
90,336
+9,876
| +12% | +$1.18M | 6.18% | 3 |
|
|
2020
Q1 | $8.85M | Buy |
+80,460
| New | +$8.85M | 7.81% | 2 |
|