Sowell Financial Services’s Procter & Gamble PG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.6M | Sell |
38,164
-924
| -2% | -$134K | 0.18% | 120 |
|
|
2026
Q1 | $5.65M | Buy |
39,088
+2,290
| +6% | +$347K | 0.21% | 103 |
|
|
2025
Q4 | $5.27M | Buy |
36,798
+4,054
| +12% | +$598K | 0.19% | 112 |
|
|
2025
Q3 | $5.03M | Buy |
32,744
+1,560
| +5% | +$244K | 0.19% | 106 |
|
|
2025
Q2 | $4.97M | Sell |
31,184
-26
| -0.1% | -$4.24K | 0.2% | 106 |
|
|
2025
Q1 | $5.32M | Buy |
31,210
+2,368
| +8% | +$397K | 0.24% | 90 |
|
|
2024
Q4 | $4.84M | Sell |
28,842
-2,010
| -7% | -$342K | 0.25% | 95 |
|
|
2024
Q3 | $5.34M | Sell |
30,852
-281
| -0.9% | -$47.7K | 0.25% | 100 |
|
|
2024
Q2 | $5.13M | Sell |
31,133
-1,094
| -3% | -$179K | 0.25% | 96 |
|
|
2024
Q1 | $5.23M | Sell |
32,227
-107
| -0.3% | -$16.8K | 0.25% | 102 |
|
|
2023
Q4 | $4.74M | Sell |
32,334
-3,101
| -9% | -$459K | 0.26% | 103 |
|
|
2023
Q3 | $5.17M | Buy |
35,435
+10
| +0% | +$1.53K | 0.32% | 82 |
|
|
2023
Q2 | $5.38M | Buy |
35,425
+10,951
| +45% | +$1.65M | 0.3% | 79 |
|
|
2023
Q1 | $3.64M | Sell |
24,474
-7,004
| -22% | -$1M | 0.28% | 83 |
|
|
2022
Q4 | $4.77M | Buy |
31,478
+6,473
| +26% | +$907K | 0.31% | 78 |
|
|
2022
Q3 | $3.16M | Sell |
25,005
-533
| -2% | -$75.7K | 0.32% | 90 |
|
|
2022
Q2 | $3.67M | Buy |
+25,538
| New | +$3.84M | 0.34% | 69 |
|
|
2022
Q1 | – | Sell |
-21,930
| Closed | -$3.59M | – | 411 |
|
|
2021
Q4 | $3.59M | Buy |
21,930
+405
| +2% | +$60.1K | 0.21% | 105 |
|
|
2021
Q3 | $3.01M | Buy |
21,525
+1,574
| +8% | +$223K | 0.2% | 122 |
|
|
2021
Q2 | $2.69M | Sell |
19,951
-22,554
| -53% | -$3.05M | 0.18% | 142 |
|
|
2021
Q1 | $5.74M | Buy |
42,505
+122
| +0.3% | +$15.9K | 0.2% | 108 |
|
|
2020
Q4 | $5.9M | Sell |
42,383
-1,135
| -3% | -$159K | 0.25% | 83 |
|
|
2020
Q3 | $6.05M | Sell |
43,518
-1,437
| -3% | -$191K | 0.3% | 75 |
|
|
2020
Q2 | $5.38M | Buy |
44,955
+1,426
| +3% | +$166K | 0.3% | 81 |
|
|
2020
Q1 | $4.79M | Buy |
43,529
+3,804
| +10% | +$457K | 0.35% | 71 |
|
|
2019
Q4 | $4.96M | Sell |
39,725
-1,074
| -3% | -$131K | 0.38% | 53 |
|
|
2019
Q3 | $5.08M | Buy |
+40,799
| New | +$4.82M | 0.42% | 52 |
|
|
2019
Q1 | $4.13M | Buy |
39,704
+6,690
| +20% | +$651K | 0.46% | 45 |
|
|
2018
Q4 | $3.04M | Buy |
33,014
+3,596
| +12% | +$321K | 0.43% | 52 |
|
|
2018
Q3 | $2.45M | Buy |
29,418
+686
| +2% | +$56.1K | 0.36% | 58 |
|
|
2018
Q2 | $2.34M | Buy |
28,732
+5,013
| +21% | +$377K | 0.5% | 54 |
|
|
2018
Q1 | $1.68M | Buy |
23,719
+487
| +2% | +$40.6K | 0.42% | 62 |
|
|
2017
Q4 | $2.1M | Buy |
23,232
+1,178
| +5% | +$106K | 0.51% | 55 |
|
|
2017
Q3 | $1.92M | Buy |
22,054
+1,340
| +6% | +$122K | 0.5% | 55 |
|
|
2017
Q2 | $1.9M | Buy |
20,714
+5,508
| +36% | +$486K | 0.54% | 52 |
|
|
2017
Q1 | $1.31M | Sell |
15,206
-2,159
| -12% | -$191K | 0.39% | 64 |
|
|
2016
Q4 | $1.53M | Buy |
+17,365
| New | +$1.48M | 0.51% | 57 |
|
Other funds holding PG
Sowell Financial Services's PG Position: Q2 2026 in Review
Sowell Financial Services reduced its Procter & Gamble (PG) stake by 2.4% in Q2 2026, selling an estimated $134K and leaving 38,164 shares worth $5.6M. The position accounts for 0.18% of the portfolio, ranked #120.
Sowell Financial Services first reported a position in PG in Q4 2016 and has held it in 37 quarters since. The position peaked at $6.05M in Q3 2020. 4,013 funds tracked by Wall St. Rank hold PG as of Q2 2026.
- Sowell Financial Services held 38,164 shares of Procter & Gamble worth $5.6M as of Q2 2026.
- Sowell Financial Services sold 924 Procter & Gamble shares in Q2 2026, an estimated $134K.
- Procter & Gamble made up 0.18% of Sowell Financial Services's portfolio in Q2 2026, its #120 holding.
- Sowell Financial Services first reported a position in Procter & Gamble in Q4 2016 and has held it in 37 quarters since.
- Sowell Financial Services's Procter & Gamble position peaked at $6.05M in Q3 2020.
- 4,013 funds tracked by Wall St. Rank held Procter & Gamble as of Q2 2026.
Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.