Allworth Financial’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424 | Buy |
+15
| New | +$424 | ﹤0.01% | 4170 |
|
|
2025
Q1 | – | Sell |
-18
| Closed | -$576 | – | 4140 |
|
|
2024
Q4 | $576 | Buy |
18
+12
| +200% | +$384 | ﹤0.01% | 3556 |
|
|
2024
Q3 | $165 | Buy |
+6
| New | +$165 | ﹤0.01% | 3627 |
|
|
2024
Q1 | – | Sell |
-9
| Closed | -$269 | – | 3667 |
|
|
2023
Q4 | $269 | Sell |
9
-43
| -83% | -$1.29K | ﹤0.01% | 3253 |
|
|
2023
Q3 | $1.33K | Buy |
+52
| New | +$1.33K | ﹤0.01% | 2731 |
|
|
2023
Q2 | – | Sell |
-43
| Closed | -$1.27K | – | 3347 |
|
|
2023
Q1 | $1.27K | Hold |
43
| – | – | ﹤0.01% | 2581 |
|
|
2022
Q4 | $1.6K | Buy |
43
+7
| +19% | +$260 | ﹤0.01% | 2313 |
|
|
2022
Q3 | $1K | Buy |
36
+23
| +177% | +$639 | ﹤0.01% | 2457 |
|
|
2022
Q2 | $0 | Buy |
+13
| New | – | ﹤0.01% | 2699 |
|