Avantax Advisory Services’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $551K | Buy |
39,519
+8,121
| +26% | +$113K | ﹤0.01% | 1530 |
|
|
2025
Q1 | $539K | Sell |
31,398
-2,309
| -7% | -$39.7K | ﹤0.01% | 1459 |
|
|
2024
Q4 | $680K | Buy |
33,707
+1,630
| +5% | +$32.9K | ﹤0.01% | 1254 |
|
|
2024
Q3 | $634K | Sell |
32,077
-3,414
| -10% | -$67.5K | ﹤0.01% | 1259 |
|
|
2024
Q2 | $620K | Buy |
+35,491
| New | +$620K | ﹤0.01% | 1231 |
|
|
2020
Q4 | – | Sell |
-17,747
| Closed | -$167K | – | 1228 |
|
|
2020
Q3 | $167K | Buy |
+17,747
| New | +$167K | ﹤0.01% | 1254 |
|