Allworth Financial’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.79M | Sell |
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|
2025
Q1 | $4.75M | Buy |
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|
2024
Q4 | $4.47M | Buy |
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|
2024
Q3 | $5.32M | Buy |
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|
2024
Q2 | $4.57M | Buy |
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|
2024
Q1 | $4.24M | Buy |
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|
2023
Q4 | $4.48M | Buy |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $3.95M | Buy |
|
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|
2023
Q1 | $3.31M | Buy |
|
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|
2022
Q4 | $3.15M | Buy |
|
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|
2022
Q3 | $2.3M | Buy |
|
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.5M | Buy |
|
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|
2021
Q4 | $1.28M | Buy |
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|
2021
Q3 | $999K | Buy |
|
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|
2021
Q2 | $1.05M | Sell |
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|
2021
Q1 | $1.25M | Buy |
|
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|
2020
Q4 | $879K | Buy |
|
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|
2020
Q3 | $600K | Buy |
|
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|
2020
Q2 | $557K | Buy |
|
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|
2020
Q1 | $527K | Buy |
|
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|
2019
Q4 | $518K | Sell |
|
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|
2019
Q3 | $492K | Sell |
|
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|
2019
Q2 | $1.15M | Sell |
|
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|
2019
Q1 | $944K | Buy |
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|
2018
Q4 | $378K | Buy |
|
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|
2018
Q3 | $713K | Sell |
|
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|
2018
Q2 | $672K | Buy |
|
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|
2018
Q1 | $691K | Buy |
|
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|
2017
Q4 | $702K | Buy |
|
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|
2017
Q3 | $1.03M | Buy |
|
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|
2017
Q2 | $871K | Buy |
|
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|
2017
Q1 | $844K | Buy |
|
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|
2016
Q4 | $730K | Sell |
|
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|
2016
Q3 | $744K | Buy |
|
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|
2016
Q2 | $609K | Buy |
|
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|
2016
Q1 | $531K | Buy |
|
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|
2015
Q4 | $431K | Sell |
|
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|
2015
Q3 | $501K | Buy |
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|
2015
Q2 | $444K | Sell |
|
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|
2015
Q1 | $623K | Buy |
|
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|
2014
Q4 | $624K | Sell |
|
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|
2014
Q3 | $556K | Buy |
|
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|
2014
Q2 | $566K | Buy |
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|
2014
Q1 | $507K | Sell |
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|
2013
Q4 | $476K | Buy |
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|
2013
Q3 | $478K | Buy |
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|
2013
Q2 | $528K | Buy |
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