Allworth Financial’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $956K | Buy |
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|
2024
Q4 | $957K | Buy |
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|
2024
Q3 | $476K | Sell |
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|
2024
Q2 | $474K | Buy |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $125K | Sell |
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|
2023
Q2 | $143K | Sell |
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|
2023
Q1 | $165K | Buy |
|
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|
2022
Q4 | $115K | Sell |
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|
2022
Q3 | $143K | Buy |
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|
2022
Q2 | $126K | Buy |
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|
2022
Q1 | $109K | Sell |
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|
2021
Q4 | $105K | Buy |
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|
2021
Q3 | $91K | Buy |
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|
2021
Q2 | $37K | Buy |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $35K | Hold |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $35K | Hold |
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|
2019
Q3 | $37K | Hold |
|
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|
2019
Q2 | $35K | Sell |
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|
2019
Q1 | $39K | Buy |
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|
2018
Q4 | $31K | Sell |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $31K | Hold |
|
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|
2017
Q3 | $28K | Hold |
|
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|
2017
Q2 | $26K | Hold |
|
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|
2017
Q1 | $27K | Hold |
|
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|
2016
Q4 | $26K | Hold |
|
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|
2016
Q3 | $25K | Hold |
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|
2016
Q2 | $28K | Hold |
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|
2016
Q1 | $28K | Hold |
|
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|
2015
Q4 | $23K | Hold |
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|
2015
Q3 | $25K | Hold |
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|
2015
Q2 | $24K | Hold |
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|
2015
Q1 | $25K | Buy |
|