Avior 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 | $352K | Buy |
4,177
+12
| +0.3% | +$1.01K | 0.01% | 527 |
|
|
2025
Q1 | $343K | Sell |
4,165
-10
| -0.2% | -$823 | 0.01% | 514 |
|
|
2024
Q4 | $353K | Buy |
4,175
+17
| +0.4% | +$1.44K | 0.01% | 543 |
|
|
2024
Q3 | $371K | Hold |
4,158
| – | – | 0.01% | 531 |
|
|
2024
Q2 | $306K | Buy |
4,158
+1,718
| +70% | +$127K | 0.01% | 564 |
|
|
2024
Q1 | $163K | Buy |
2,440
+596
| +32% | +$39.8K | 0.01% | 774 |
|
|
2023
Q4 | $113K | Hold |
1,844
| – | – | 0.01% | 595 |
|
|
2023
Q3 | $105K | Sell |
1,844
-7
| -0.4% | -$398 | 0.01% | 618 |
|
|
2023
Q2 | $116K | Buy |
1,851
+3
| +0.2% | +$188 | 0.01% | 608 |
|
|
2023
Q1 | $115K | Buy |
1,848
+548
| +42% | +$34.2K | 0.01% | 614 |
|
|
2022
Q4 | $79.7K | Hold |
1,300
| – | – | 0.01% | 559 |
|
|
2022
Q3 | $73K | Hold |
1,300
| – | – | 0.01% | 554 |
|
|
2022
Q2 | $82K | Hold |
1,300
| – | – | 0.01% | 516 |
|
|
2022
Q1 | $91K | Sell |
1,300
-3
| -0.2% | -$210 | 0.01% | 523 |
|
|
2021
Q4 | $86K | Hold |
1,303
| – | – | 0.01% | 521 |
|
|
2021
Q3 | $79K | Hold |
1,303
| – | – | 0.01% | 514 |
|
|
2021
Q2 | $77K | Buy |
1,303
+3
| +0.2% | +$177 | 0.01% | 495 |
|
|
2021
Q1 | $78K | Sell |
1,300
-68
| -5% | -$4.08K | 0.01% | 493 |
|
|
2020
Q4 | $79K | Buy |
1,368
+68
| +5% | +$3.93K | 0.01% | 461 |
|
|
2020
Q3 | $71K | Hold |
1,300
| – | – | 0.01% | 477 |
|
|
2020
Q2 | $63K | Hold |
1,300
| – | – | 0.01% | 477 |
|
|
2020
Q1 | $58K | Hold |
1,300
| – | – | 0.01% | 445 |
|
|
2019
Q4 | $76K | Hold |
1,300
| – | – | 0.01% | 445 |
|
|
2019
Q3 | $80K | Hold |
1,300
| – | – | 0.01% | 432 |
|
|
2019
Q2 | $76K | Hold |
1,300
| – | – | 0.01% | 426 |
|
|
2019
Q1 | $77K | Hold |
1,300
| – | – | 0.02% | 410 |
|
|
2018
Q4 | $67K | Sell |
1,300
-36
| -3% | -$1.86K | 0.02% | 457 |
|
|
2018
Q3 | $71K | Sell |
1,336
-4,797
| -78% | -$255K | 0.02% | 461 |
|
|
2018
Q2 | $332K | Sell |
6,133
-1,712
| -22% | -$92.7K | 0.07% | 234 |
|
|
2018
Q1 | $394K | Sell |
7,845
-573
| -7% | -$28.8K | 0.09% | 198 |
|
|
2017
Q4 | $434K | Buy |
8,418
+5,381
| +177% | +$277K | 0.1% | 192 |
|
|
2017
Q3 | $140K | Sell |
3,037
-1,863
| -38% | -$85.9K | 0.05% | 150 |
|
|
2017
Q2 | $211K | Hold |
4,900
| – | – | 0.09% | 114 |
|
|
2017
Q1 | $217K | Hold |
4,900
| – | – | 0.07% | 144 |
|
|
2016
Q4 | $215K | Hold |
4,900
| – | – | 0.08% | 136 |
|
|
2016
Q3 | $205K | Hold |
4,900
| – | – | 0.08% | 135 |
|
|
2016
Q2 | $228K | Hold |
4,900
| – | – | 0.1% | 123 |
|
|
2016
Q1 | $231K | Hold |
4,900
| – | – | 0.1% | 120 |
|
|
2015
Q4 | $190K | Hold |
4,900
| – | – | 0.1% | 116 |
|
|
2015
Q3 | $207K | Sell |
4,900
-313
| -6% | -$13.2K | 0.12% | 110 |
|
|
2015
Q2 | $205K | Buy |
5,213
+300
| +6% | +$11.8K | 0.16% | 61 |
|
|
2015
Q1 | $206K | Buy |
4,913
+3,613
| +278% | +$151K | 0.16% | 63 |
|
|
2014
Q4 | $54K | Hold |
1,300
| – | – | 0.04% | 127 |
|
|
2014
Q3 | $48K | Hold |
1,300
| – | – | 0.04% | 135 |
|
|
2014
Q2 | $53K | Hold |
1,300
| – | – | 0.04% | 127 |
|
|
2014
Q1 | $50K | Buy |
+1,300
| New | +$50K | 0.04% | 127 |
|