Ownership history in IFG Advisory, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which IFG Advisory, LLC reported a position in PIMCO ENERGY (PDX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 8,550 | — | 0% | 0.01% | $213K | $20.67 |
| 2025 Q2 | UNCHANGED | 8,550 | — | 0% | 0.01% | $211K | $20.11 |
| 2025 Q1 | UNCHANGED | 8,550 | — | 0% | 0.01% | $210K | $19.66 |
| 2024 Q4 | REDUCED | 8,550 | -2,834 | -24.9% | 0.01% | $223K | $20.59 |
| 2023 Q2 | UNCHANGED | 11,384 | — | 0% | 0.02% | $179K | $11.30 |
| 2023 Q1 | ADDED | 11,384 | +65 | +0.6% | 0.02% | $166K | $10.32 |
| 2022 Q4 | REDUCED | 11,319 | -2,422 | -17.6% | 0.02% | $169K | $10.40 |
| 2022 Q3 | ADDED | 13,741 | +113 | +0.8% | 0.02% | $185K | $9.29 |
| 2022 Q2 | ADDED | 13,628 | +98 | +0.7% | 0.02% | $174K | $8.68 |
| 2022 Q1 | ADDED | 13,530 | +85 | +0.6% | 0.02% | $200K | $9.89 |
As of 2025 Q4 — sorted by position size