Wells Fargo’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $222K | Buy |
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|
2025
Q2 | $175K | Buy |
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|
2025
Q1 | $147K | Sell |
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|
2024
Q4 | $161K | Buy |
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|
2024
Q3 | $129K | Sell |
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|
2024
Q2 | $130K | Buy |
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|
2024
Q1 | $112K | Buy |
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|
2023
Q4 | $107K | Buy |
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|
2023
Q3 | $74.3K | Sell |
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|
2023
Q2 | $94.1K | Buy |
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|
2023
Q1 | $24.9K | Buy |
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|
2022
Q4 | $27.2K | Sell |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $46K | Buy |
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|
2022
Q1 | $45K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Sell |
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|
2021
Q2 | $1K | Sell |
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|
2021
Q1 | $28K | Sell |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $162K | Sell |
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|
2020
Q2 | $218K | Buy |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $207K | Sell |
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|
2019
Q3 | $207K | Buy |
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|
2019
Q2 | $194K | Sell |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | $156K | Buy |
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|
2018
Q3 | $151K | Buy |
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|
2018
Q2 | $139K | Sell |
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|
2018
Q1 | $401K | Sell |
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|
2017
Q4 | $444K | Buy |
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