Southland Equity Partners’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
$7.49M Sell
46,981
-78
-0.2% -$12.4K 1.64% 13
2025
Q1
$8.02M Buy
47,059
+547
+1% +$93.2K 1.87% 9
2024
Q4
$7.8M Buy
46,512
+2,793
+6% +$468K 1.81% 11
2024
Q3
$7.57M Buy
43,719
+3,951
+10% +$684K 1.84% 10
2024
Q2
$6.56M Buy
39,768
+2,910
+8% +$480K 1.87% 12
2024
Q1
$5.98M Buy
36,858
+4,087
+12% +$663K 1.68% 13
2023
Q4
$4.8M Sell
32,771
-89
-0.3% -$13K 1.5% 14
2023
Q3
$4.79M Buy
32,860
+307
+0.9% +$44.8K 1.65% 13
2023
Q2
$4.94M Buy
32,553
+4,375
+16% +$664K 1.67% 13
2023
Q1
$4.19M Buy
28,178
+730
+3% +$109K 1.65% 12
2022
Q4
$4.16M Sell
27,448
-51
-0.2% -$7.73K 1.6% 12
2022
Q3
$3.47M Sell
27,499
-14
-0.1% -$1.77K 1.71% 14
2022
Q2
$3.96M Buy
27,513
+154
+0.6% +$22.1K 1.81% 13
2022
Q1
$4.18M Buy
27,359
+11
+0% +$1.68K 1.74% 11
2021
Q4
$4.47M Sell
27,348
-648
-2% -$106K 1.83% 12
2021
Q3
$3.91M Sell
27,996
-7,187
-20% -$1M 1.8% 12
2021
Q2
$4.75M Sell
35,183
-1,066
-3% -$144K 2.24% 10
2021
Q1
$4.91M Buy
36,249
+13,087
+57% +$1.77M 2.79% 9
2020
Q4
$3.22M Buy
+23,162
New +$3.22M 2.17% 12