Sowa Financial Group’s Piedmont Realty Trust PDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-47,688
| Closed | -$351K | – | 30 |
|
|
2025
Q1 | $351K | Sell |
47,688
-12,920
| -21% | -$102K | 0.23% | 28 |
|
|
2024
Q4 | $555K | Sell |
60,608
-88,190
| -59% | -$857K | 0.35% | 25 |
|
|
2024
Q3 | $1.5M | Sell |
148,798
-22,536
| -13% | -$201K | 0.95% | 22 |
|
|
2024
Q2 | $1.24M | Sell |
171,334
-47,978
| -22% | -$333K | 0.94% | 22 |
|
|
2024
Q1 | $1.56M | Hold |
219,312
| – | – | 1.27% | 18 |
|
|
2023
Q4 | $1.56M | Sell |
219,312
-27,807
| -11% | -$168K | 1.27% | 18 |
|
|
2023
Q3 | $1.39M | Sell |
247,119
-10,846
| -4% | -$74.4K | 1.04% | 20 |
|
|
2023
Q2 | $1.88M | Sell |
257,965
-936
| -0.4% | -$6.23K | 1.29% | 20 |
|
|
2023
Q1 | $1.89M | Sell |
258,901
-646
| -0.2% | -$5.93K | 1.35% | 20 |
|
|
2022
Q4 | $2.38M | Buy |
259,547
+10,331
| +4% | +$102K | 1.78% | 17 |
|
|
2022
Q3 | $2.63M | Sell |
249,216
-767
| -0.3% | -$9.63K | 2.08% | 15 |
|
|
2022
Q2 | $3.28M | Buy |
249,983
+676
| +0.3% | +$10.2K | 2.5% | 14 |
|
|
2022
Q1 | $4.29M | Buy |
249,307
+3,668
| +1% | +$64.4K | 2.57% | 11 |
|
|
2021
Q4 | $4.51M | Sell |
245,639
-5,138
| -2% | -$94.1K | 2.64% | 10 |
|
|
2021
Q3 | $4.37M | Buy |
250,777
+2,568
| +1% | +$46.8K | 2.84% | 10 |
|
|
2021
Q2 | $4.58M | Sell |
248,209
-7,095
| -3% | -$132K | 3.4% | 9 |
|
|
2021
Q1 | $4.43M | Buy |
255,304
+482
| +0.2% | +$8.13K | 3.13% | 10 |
|
|
2020
Q4 | $4.14M | Buy |
254,822
+2,069
| +0.8% | +$30.5K | 2.79% | 10 |
|
|
2020
Q3 | $3.43M | Buy |
252,753
+2,038
| +0.8% | +$31.6K | 2.46% | 13 |
|
|
2020
Q2 | $4.16M | Buy |
250,715
+2,526
| +1% | +$42.2K | 3.15% | 9 |
|
|
2020
Q1 | $4.38M | Sell |
248,189
-8,700
| -3% | -$188K | 3.86% | 8 |
|
|
2019
Q4 | $5.71M | Buy |
+256,889
| New | +$5.53M | 4.65% | 7 |
|
Other funds holding PDM
WAM
PMG
