Aptus Capital Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $220K | Sell |
15,813
-1,768
| -10% | -$24.6K | ﹤0.01% | 907 |
|
|
2025
Q1 | $302K | Buy |
17,581
+1,859
| +12% | +$31.9K | ﹤0.01% | 764 |
|
|
2024
Q4 | $317K | Buy |
15,722
+2,380
| +18% | +$48K | ﹤0.01% | 750 |
|
|
2024
Q3 | $264K | Buy |
13,342
+477
| +4% | +$9.43K | ﹤0.01% | 698 |
|
|
2024
Q2 | $225K | Buy |
12,865
+1,771
| +16% | +$30.9K | ﹤0.01% | 708 |
|
|
2024
Q1 | $186K | Buy |
+11,094
| New | +$186K | ﹤0.01% | 738 |
|