Arkadios Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.9M | Buy |
22,540
+10
| +0% | +$842 | 0.06% | 359 |
|
2025
Q1 | $1.85M | Buy |
22,530
+16,946
| +303% | +$1.39M | 0.07% | 303 |
|
2024
Q4 | $472K | Buy |
5,584
+192
| +4% | +$16.2K | 0.03% | 562 |
|
2024
Q3 | $481K | Sell |
5,392
-145
| -3% | -$12.9K | 0.03% | 549 |
|
2024
Q2 | $408K | Buy |
5,537
+1,621
| +41% | +$119K | 0.03% | 533 |
|
2024
Q1 | $261K | Sell |
3,916
-48
| -1% | -$3.21K | 0.02% | 583 |
|
2023
Q4 | $242K | Sell |
3,964
-1,805
| -31% | -$110K | 0.02% | 595 |
|
2023
Q3 | $328K | Buy |
5,769
+1,281
| +29% | +$72.9K | 0.03% | 459 |
|
2023
Q2 | $281K | Buy |
4,488
+17
| +0.4% | +$1.06K | 0.03% | 464 |
|
2023
Q1 | $279K | Sell |
4,471
-258
| -5% | -$16.1K | 0.03% | 457 |
|
2022
Q4 | $290K | Buy |
+4,729
| New | +$290K | 0.04% | 417 |
|
2022
Q1 | – | Sell |
-3,031
| Closed | -$202K | – | 612 |
|
2021
Q4 | $202K | Buy |
3,031
+32
| +1% | +$2.13K | 0.03% | 551 |
|
2021
Q3 | $182K | Sell |
2,999
-1,432
| -32% | -$86.9K | 0.03% | 529 |
|
2021
Q2 | $264K | Buy |
4,431
+389
| +10% | +$23.2K | 0.03% | 474 |
|
2021
Q1 | $243K | Buy |
4,042
+1,339
| +50% | +$80.5K | 0.04% | 375 |
|
2020
Q4 | $157K | Buy |
2,703
+307
| +13% | +$17.8K | 0.03% | 363 |
|
2020
Q3 | $143K | Buy |
2,396
+322
| +16% | +$19.2K | 0.07% | 230 |
|
2020
Q2 | $107K | Buy |
2,074
+222
| +12% | +$11.4K | 0.06% | 244 |
|
2020
Q1 | $83.2K | Buy |
1,852
+627
| +51% | +$28.2K | 0.05% | 259 |
|
2019
Q4 | $71.5K | Buy |
+1,225
| New | +$71.5K | 0.04% | 275 |
|