Allworth Financial’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.6K | Buy |
1,343
+776
| +137% | +$31.5K | ﹤0.01% | 1888 |
|
|
2025
Q1 | $24.4K | Buy |
567
+196
| +53% | +$8.42K | ﹤0.01% | 1950 |
|
|
2024
Q4 | $15.3K | Sell |
371
-250
| -40% | -$10.3K | ﹤0.01% | 2251 |
|
|
2024
Q3 | $29.7K | Buy |
621
+265
| +74% | +$12.7K | ﹤0.01% | 1662 |
|
|
2024
Q2 | $16.5K | Sell |
356
-560
| -61% | -$26K | ﹤0.01% | 1996 |
|
|
2024
Q1 | $38.5K | Sell |
916
-77
| -8% | -$3.23K | ﹤0.01% | 1411 |
|
|
2023
Q4 | $43K | Buy |
993
+139
| +16% | +$6.02K | ﹤0.01% | 1246 |
|
|
2023
Q3 | $34.6K | Buy |
854
+261
| +44% | +$10.6K | ﹤0.01% | 1258 |
|
|
2023
Q2 | $27.8K | Sell |
593
-102
| -15% | -$4.78K | ﹤0.01% | 1358 |
|
|
2023
Q1 | $34K | Buy |
695
+44
| +7% | +$2.15K | ﹤0.01% | 1220 |
|
|
2022
Q4 | $31.9K | Buy |
651
+83
| +15% | +$4.07K | ﹤0.01% | 1181 |
|
|
2022
Q3 | $25K | Buy |
568
+14
| +3% | +$616 | ﹤0.01% | 1208 |
|
|
2022
Q2 | $27K | Sell |
554
-677
| -55% | -$33K | ﹤0.01% | 1115 |
|
|
2022
Q1 | $68K | Buy |
1,231
+181
| +17% | +$10K | ﹤0.01% | 812 |
|
|
2021
Q4 | $56K | Hold |
1,050
| – | – | ﹤0.01% | 806 |
|
|
2021
Q3 | $49K | Hold |
1,050
| – | – | ﹤0.01% | 788 |
|
|
2021
Q2 | $48K | Sell |
1,050
-133
| -11% | -$6.08K | ﹤0.01% | 633 |
|
|
2021
Q1 | $56K | Buy |
1,183
+133
| +13% | +$6.3K | ﹤0.01% | 549 |
|
|
2020
Q4 | $45K | Hold |
1,050
| – | – | ﹤0.01% | 500 |
|
|
2020
Q3 | $37K | Hold |
1,050
| – | – | ﹤0.01% | 463 |
|
|
2020
Q2 | $44K | Hold |
1,050
| – | – | ﹤0.01% | 443 |
|
|
2020
Q1 | $50K | Buy |
+1,050
| New | +$50K | ﹤0.01% | 403 |
|