Atria Wealth Solutions’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 | $1.1M | Sell |
13,170
-847
| -6% | -$70.9K | 0.02% | 602 |
|
|
2025
Q1 | $1.15M | Sell |
14,017
-6,473
| -32% | -$533K | 0.01% | 820 |
|
|
2024
Q4 | $1.73M | Buy |
20,490
+2,963
| +17% | +$250K | 0.02% | 693 |
|
|
2024
Q3 | $1.56M | Buy |
17,527
+2,289
| +15% | +$204K | 0.02% | 727 |
|
|
2024
Q2 | $1.12M | Buy |
15,238
+1,481
| +11% | +$109K | 0.01% | 839 |
|
|
2024
Q1 | $925K | Sell |
13,757
-3,636
| -21% | -$245K | 0.01% | 944 |
|
|
2023
Q4 | $1.06M | Buy |
17,393
+3,072
| +21% | +$188K | 0.01% | 828 |
|
|
2023
Q3 | $815K | Sell |
14,321
-853
| -6% | -$48.5K | 0.01% | 902 |
|
|
2023
Q2 | $950K | Buy |
15,174
+3,110
| +26% | +$195K | 0.01% | 855 |
|
|
2023
Q1 | $753K | Sell |
12,064
-2,247
| -16% | -$140K | 0.01% | 928 |
|
|
2022
Q4 | $877K | Buy |
14,311
+50
| +0.4% | +$3.06K | 0.01% | 808 |
|
|
2022
Q3 | $802K | Buy |
+14,261
| New | +$802K | 0.01% | 802 |
|
|
2022
Q2 | – | Sell |
-8,591
| Closed | -$601K | – | 1797 |
|
|
2022
Q1 | $601K | Buy |
+8,591
| New | +$601K | 0.01% | 966 |
|