Strategic Financial Services’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
$1.12M Sell
7,024
-329
-4% -$52.4K 0.06% 62
2025
Q1
$1.25M Sell
7,353
-250
-3% -$42.6K 0.07% 56
2024
Q4
$1.27M Buy
7,603
+114
+2% +$19.1K 0.08% 60
2024
Q3
$1.3M Buy
7,489
+3
+0% +$520 0.08% 58
2024
Q2
$1.23M Buy
7,486
+55
+0.7% +$9.07K 0.08% 57
2024
Q1
$1.21M Sell
7,431
-282
-4% -$45.8K 0.08% 57
2023
Q4
$1.13M Sell
7,713
-72
-0.9% -$10.6K 0.08% 60
2023
Q3
$1.14M Hold
7,785
0.09% 62
2023
Q2
$1.22M Buy
7,785
+258
+3% +$40.5K 0.09% 62
2023
Q1
$1.12M Buy
7,527
+349
+5% +$51.9K 0.09% 64
2022
Q4
$1.09M Hold
7,178
0.09% 64
2022
Q3
$906K Sell
7,178
-10
-0.1% -$1.26K 0.08% 71
2022
Q2
$1.03M Sell
7,188
-532
-7% -$76.5K 0.09% 73
2022
Q1
$1.18M Sell
7,720
-75
-1% -$11.5K 0.09% 75
2021
Q4
$1.28M Buy
7,795
+2,340
+43% +$383K 0.09% 72
2021
Q3
$763K Sell
5,455
-31
-0.6% -$4.34K 0.06% 78
2021
Q2
$740K Buy
5,486
+125
+2% +$16.9K 0.06% 84
2021
Q1
$726K Sell
5,361
-100
-2% -$13.5K 0.06% 80
2020
Q4
$760K Buy
5,461
+100
+2% +$13.9K 0.07% 83
2020
Q3
$745K Sell
5,361
-3,202
-37% -$445K 0.08% 77
2020
Q2
$1.02M Sell
8,563
-40
-0.5% -$4.78K 0.11% 75
2020
Q1
$946K Sell
8,603
-27,558
-76% -$3.03M 0.13% 74
2019
Q4
$4.52M Sell
36,161
-4,140
-10% -$517K 0.52% 50
2019
Q3
$5.01M Sell
40,301
-754
-2% -$93.8K 0.64% 48
2019
Q2
$4.5M Sell
41,055
-727
-2% -$79.7K 0.59% 54
2019
Q1
$4.35M Buy
41,782
+118
+0.3% +$12.3K 0.6% 52
2018
Q4
$3.83M Buy
41,664
+1,668
+4% +$153K 0.6% 48
2018
Q3
$3.33M Sell
39,996
-838
-2% -$69.8K 0.5% 57
2018
Q2
$3.19M Sell
40,834
-6
-0% -$468 0.49% 59
2018
Q1
$3.24M Sell
40,840
-238
-0.6% -$18.9K 0.53% 59
2017
Q4
$3.77M Sell
41,078
-59
-0.1% -$5.42K 0.6% 55
2017
Q3
$3.74M Sell
41,137
-1,678
-4% -$153K 0.62% 52
2017
Q2
$3.73M Buy
42,815
+3,692
+9% +$322K 0.65% 48
2017
Q1
$3.52M Buy
39,123
+35
+0.1% +$3.15K 0.64% 54
2016
Q4
$3.29M Sell
39,088
-145
-0.4% -$12.2K 0.63% 51
2016
Q3
$3.52M Buy
39,233
+290
+0.7% +$26K 0.7% 45
2016
Q2
$3.33M Sell
38,943
-1,145
-3% -$98K 0.67% 51
2016
Q1
$3.3M Buy
40,088
+1,521
+4% +$125K 0.77% 49
2015
Q4
$3.06M Buy
38,567
+406
+1% +$32.2K 0.8% 49
2015
Q3
$2.75M Sell
38,161
-472
-1% -$34K 0.76% 59
2015
Q2
$3.02M Sell
38,633
-360
-0.9% -$28.2K 0.85% 53
2015
Q1
$3.2M Sell
38,993
-405
-1% -$33.2K 0.82% 52
2014
Q4
$3.59M Sell
39,398
-262
-0.7% -$23.9K 0.98% 41
2014
Q3
$3.32M Sell
39,660
-266
-0.7% -$22.3K 0.93% 43
2014
Q2
$3.14M Sell
39,926
-325
-0.8% -$25.5K 0.87% 47
2014
Q1
$3.24M Buy
40,251
+9,752
+32% +$786K 0.95% 34
2013
Q4
$2.48M Sell
30,499
-696
-2% -$56.7K 0.79% 63
2013
Q3
$2.36M Buy
31,195
+393
+1% +$29.7K 0.79% 57
2013
Q2
$2.37M Buy
+30,802
New +$2.37M 0.84% 54