Wittenberg Investment Management’s Ponce Financial Group PDLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Hold |
64,217
| – | – | 0.39% | 40 |
|
|
2025
Q1 | $814K | Hold |
64,217
| – | – | 0.37% | 37 |
|
|
2024
Q4 | $835K | Sell |
64,217
-41,100
| -39% | -$534K | 0.33% | 42 |
|
|
2024
Q3 | $1.23M | Hold |
105,317
| – | – | 0.4% | 39 |
|
|
2024
Q2 | $963K | Hold |
105,317
| – | – | 0.33% | 43 |
|
|
2024
Q1 | $937K | Hold |
105,317
| – | – | 0.32% | 45 |
|
|
2023
Q4 | $1.03M | Hold |
105,317
| – | – | 0.36% | 43 |
|
|
2023
Q3 | $824K | Buy |
105,317
+16,600
| +19% | +$130K | 0.3% | 49 |
|
|
2023
Q2 | $771K | Buy |
88,717
+68,107
| +330% | +$592K | 0.28% | 48 |
|
|
2023
Q1 | $162K | Buy |
+20,610
| New | +$162K | 0.06% | 77 |
|