Steward Partners Investment Advisory’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.5K | Sell |
955
-70
| -7% | -$6.12K | ﹤0.01% | 2217 |
|
|
2025
Q1 | $80.6K | Buy |
1,025
+800
| +356% | +$62.9K | ﹤0.01% | 2140 |
|
|
2024
Q4 | $19K | Buy |
225
+69
| +44% | +$5.83K | ﹤0.01% | 2825 |
|
|
2024
Q3 | $12.2K | Buy |
156
+12
| +8% | +$940 | ﹤0.01% | 2869 |
|
|
2024
Q2 | $9.52K | Hold |
144
| – | – | ﹤0.01% | 2838 |
|
|
2024
Q1 | $10.7K | Sell |
144
-72
| -33% | -$5.37K | ﹤0.01% | 2784 |
|
|
2023
Q4 | $14.9K | Hold |
216
| – | – | ﹤0.01% | 2534 |
|
|
2023
Q3 | $12.7K | Buy |
216
+72
| +50% | +$4.24K | ﹤0.01% | 2495 |
|
|
2023
Q2 | $8.68K | Sell |
144
-252
| -64% | -$15.2K | ﹤0.01% | 2619 |
|
|
2023
Q1 | $23.9K | Hold |
396
| – | – | ﹤0.01% | 2174 |
|
|
2022
Q4 | $23.1K | Buy |
396
+270
| +214% | +$15.8K | ﹤0.01% | 2177 |
|
|
2022
Q3 | $5K | Buy |
126
+88
| +232% | +$3.49K | ﹤0.01% | 2775 |
|
|
2022
Q2 | $2K | Buy |
+38
| New | +$2K | ﹤0.01% | 3027 |
|