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