Avantax Advisory Services’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 | $7.97M | Buy |
94,720
+2,426
| +3% | +$204K | 0.04% | 320 |
|
|
2025
Q1 | $7.6M | Buy |
92,294
+842
| +0.9% | +$69.3K | 0.05% | 311 |
|
|
2024
Q4 | $7.73M | Buy |
91,452
+3,020
| +3% | +$255K | 0.05% | 285 |
|
|
2024
Q3 | $7.89M | Buy |
88,432
+16,182
| +22% | +$1.44M | 0.05% | 283 |
|
|
2024
Q2 | $5.32M | Buy |
72,250
+26,496
| +58% | +$1.95M | 0.04% | 350 |
|
|
2024
Q1 | $3.06M | Sell |
45,754
-3,410
| -7% | -$228K | 0.03% | 423 |
|
|
2023
Q4 | $3.01M | Sell |
49,164
-3,994
| -8% | -$244K | 0.03% | 399 |
|
|
2023
Q3 | $3.03M | Sell |
53,158
-2,135
| -4% | -$122K | 0.03% | 358 |
|
|
2023
Q2 | $3.46M | Buy |
55,293
+1,151
| +2% | +$72.1K | 0.04% | 326 |
|
|
2023
Q1 | $3.38M | Sell |
54,142
-3,484
| -6% | -$218K | 0.04% | 321 |
|
|
2022
Q4 | $3.53M | Buy |
57,626
+180
| +0.3% | +$11K | 0.05% | 290 |
|
|
2022
Q3 | $3.23M | Buy |
57,446
+1,836
| +3% | +$103K | 0.05% | 278 |
|
|
2022
Q2 | $3.52M | Buy |
55,610
+176
| +0.3% | +$11.1K | 0.05% | 260 |
|
|
2022
Q1 | $3.88M | Buy |
55,434
+124
| +0.2% | +$8.68K | 0.05% | 250 |
|
|
2021
Q4 | $3.69M | Buy |
55,310
+17,352
| +46% | +$1.16M | 0.06% | 246 |
|
|
2021
Q3 | $2.31M | Buy |
37,958
+1,846
| +5% | +$112K | 0.04% | 314 |
|
|
2021
Q2 | $2.16M | Buy |
36,112
+937
| +3% | +$56.1K | 0.04% | 312 |
|
|
2021
Q1 | $2.12M | Buy |
35,175
+2,530
| +8% | +$152K | 0.05% | 280 |
|
|
2020
Q4 | $1.91M | Sell |
32,645
-10,072
| -24% | -$588K | 0.05% | 275 |
|
|
2020
Q3 | $2.34M | Buy |
42,717
+11,330
| +36% | +$622K | 0.04% | 338 |
|
|
2020
Q2 | $1.54M | Buy |
31,387
+952
| +3% | +$46.8K | 0.04% | 269 |
|
|
2020
Q1 | $1.37M | Buy |
30,435
+2,367
| +8% | +$106K | 0.04% | 251 |
|
|
2019
Q4 | $1.66M | Buy |
28,068
+8,277
| +42% | +$489K | 0.04% | 247 |
|
|
2019
Q3 | $1.23M | Buy |
19,791
+974
| +5% | +$60.4K | 0.05% | 182 |
|
|
2019
Q2 | $1.11M | Buy |
18,817
+1,274
| +7% | +$74.9K | 0.05% | 180 |
|
|
2019
Q1 | $1.04M | Sell |
17,543
-726
| -4% | -$43.1K | 0.06% | 172 |
|
|
2018
Q4 | $950K | Buy |
+18,269
| New | +$950K | 0.16% | 134 |
|