SFG
Steward Financial Group’s PepsiCo PEP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $497K | Sell |
2,933
-195
| -6% | -$33K | 0.16% | 34 |
|
|
2023
Q2 | $579K | Buy |
+3,128
| New | +$579K | 0.19% | 29 |
|
|
2022
Q4 | – | Sell |
-2,962
| Closed | -$483K | – | 742 |
|
|
2022
Q3 | $483K | Sell |
2,962
-18
| -0.6% | -$2.94K | 0.36% | 26 |
|
|
2022
Q2 | $496K | Buy |
2,980
+248
| +9% | +$41.3K | 0.41% | 19 |
|
|
2022
Q1 | $457K | Buy |
2,732
+35
| +1% | +$5.86K | 0.41% | 18 |
|
|
2021
Q4 | $468K | Buy |
+2,697
| New | +$468K | 0.43% | 15 |
|