Zacks Investment Management’s PDF Solutions PDFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,591
| Closed | -$368K | – | 729 |
|
|
2024
Q4 | $368K | Sell |
13,591
-506
| -4% | -$13.7K | ﹤0.01% | 524 |
|
|
2024
Q3 | $447K | Buy |
14,097
+6
| +0% | +$190 | ﹤0.01% | 504 |
|
|
2024
Q2 | $513K | Hold |
14,091
| – | – | 0.01% | 440 |
|
|
2024
Q1 | $474K | Hold |
14,091
| – | – | 0.01% | 476 |
|
|
2023
Q4 | $453K | Hold |
14,091
| – | – | 0.01% | 477 |
|
|
2023
Q3 | $457K | Sell |
14,091
-1,125
| -7% | -$36.5K | 0.01% | 468 |
|
|
2023
Q2 | $686K | Hold |
15,216
| – | – | 0.01% | 421 |
|
|
2023
Q1 | $645K | Buy |
+15,216
| New | +$645K | 0.01% | 422 |
|
|
2022
Q2 | – | Sell |
-9,685
| Closed | -$270K | – | 627 |
|
|
2022
Q1 | $270K | Hold |
9,685
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $308K | Buy |
+9,685
| New | +$308K | ﹤0.01% | 534 |
|
|
2014
Q3 | – | Sell |
-14,888
| Closed | -$316K | – | 734 |
|
|
2014
Q2 | $316K | Buy |
+14,888
| New | +$316K | 0.01% | 557 |
|
|
2013
Q4 | – | Sell |
-19,524
| Closed | -$415K | – | 723 |
|
|
2013
Q3 | $415K | Sell |
19,524
-589
| -3% | -$12.5K | 0.02% | 403 |
|
|
2013
Q2 | $371K | Buy |
+20,113
| New | +$371K | 0.02% | 414 |
|