Atticus Wealth Management’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 | $735K | Buy |
8,727
+4,375
| +101% | +$368K | 0.2% | 66 |
|
|
2025
Q1 | $358K | Hold |
4,352
| – | – | 0.12% | 88 |
|
|
2024
Q4 | $368K | Sell |
4,352
-74
| -2% | -$6.25K | 0.11% | 83 |
|
|
2024
Q3 | $395K | Buy |
4,426
+74
| +2% | +$6.6K | 0.13% | 81 |
|
|
2024
Q2 | $321K | Hold |
4,352
| – | – | 0.1% | 89 |
|
|
2024
Q1 | $291K | Hold |
4,352
| – | – | 0.1% | 100 |
|
|
2023
Q4 | $266K | Hold |
4,352
| – | – | 0.09% | 105 |
|
|
2023
Q3 | $248K | Hold |
4,352
| – | – | 0.09% | 112 |
|
|
2023
Q2 | $272K | Hold |
4,352
| – | – | 0.1% | 111 |
|
|
2023
Q1 | $272K | Hold |
4,352
| – | – | 0.1% | 110 |
|
|
2022
Q4 | $267K | Hold |
4,352
| – | – | 0.11% | 109 |
|
|
2022
Q3 | $275K | Hold |
4,352
| – | – | 0.13% | 97 |
|
|
2022
Q2 | $275K | Sell |
4,352
-9
| -0.2% | -$569 | 0.11% | 112 |
|
|
2022
Q1 | $305K | Buy |
4,361
+9
| +0.2% | +$629 | 0.11% | 112 |
|
|
2021
Q4 | $290K | Hold |
4,352
| – | – | 0.11% | 109 |
|
|
2021
Q3 | $265K | Buy |
+4,352
| New | +$265K | 0.12% | 90 |
|