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Summit Financial’s PIMCO Dynamic Income Fund PDI Stock Holding History

Summit Financial’s Portfolio PDI Stock Details PDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.36M Buy
435,437
+29,595
+7% +$568K 0.19% 97
2025
Q1 		$8.04M Buy
405,842
+5,219
+1% +$103K 0.23% 82
2024
Q4 		$7.43M Buy
+400,623
New +$7.43M 0.26% 72