Atria Wealth Solutions’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Sell	13,170 -847	-6%	-$68.3K	0.02%	603
2025 Q1	$1.15M	Sell	14,017 -6,473	-32%	-$540K	0.01%	826
2024 Q4	$1.73M	Buy	20,490 +2,963	+17%	+$262K	0.02%	696
2024 Q3	$1.56M	Buy	17,527 +2,289	+15%	+$183K	0.02%	731
2024 Q2	$1.12M	Buy	15,238 +1,481	+11%	+$105K	0.01%	844
2024 Q1	$925K	Sell	13,757 -3,636	-21%	-$223K	0.01%	947
2023 Q4	$1.06M	Buy	17,393 +3,072	+21%	+$189K	0.01%	834
2023 Q3	$815K	Sell	14,321 -853	-6%	-$52.4K	0.01%	906
2023 Q2	$950K	Buy	15,174 +3,110	+26%	+$194K	0.01%	858
2023 Q1	$753K	Sell	12,064 -2,247	-16%	-$136K	0.01%	930
2022 Q4	$877K	Buy	14,311 +50	+0.4%	+$2.9K	0.01%	810
2022 Q3	$802K	Buy	+14,261	New	+$918K	0.01%	805
2022 Q2	–	Sell	-8,591	Closed	-$601K	–	1829
2022 Q1	$601K	Buy	+8,591	New	+$569K	0.01%	966