Summit Financial’s Prologis PLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
9,995
-4,175
| -29% | -$439K | 0.02% | 410 |
|
|
2025
Q1 | $1.58M | Buy |
14,170
+621
| +5% | +$69.4K | 0.04% | 293 |
|
|
2024
Q4 | $1.43M | Sell |
13,549
-7,683
| -36% | -$812K | 0.05% | 256 |
|
|
2024
Q3 | $2.68M | Buy |
21,232
+707
| +3% | +$89.3K | 0.11% | 153 |
|
|
2024
Q2 | $2.31M | Buy |
20,525
+11,254
| +121% | +$1.26M | 0.11% | 140 |
|
|
2024
Q1 | $1.21M | Buy |
9,271
+388
| +4% | +$50.5K | 0.07% | 167 |
|
|
2023
Q4 | $1.18M | Buy |
8,883
+6
| +0.1% | +$800 | 0.08% | 155 |
|
|
2023
Q3 | $996K | Buy |
8,877
+302
| +4% | +$33.9K | 0.07% | 159 |
|
|
2023
Q2 | $1.05M | Buy |
8,575
+6,092
| +245% | +$747K | 0.08% | 147 |
|
|
2023
Q1 | $310K | Buy |
2,483
+689
| +38% | +$86K | 0.03% | 206 |
|
|
2022
Q4 | $202K | Buy |
+1,794
| New | +$202K | 0.02% | 239 |
|