B. Riley Wealth Advisors’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 | $539K | Buy |
+6,403
| New | +$539K | 0.03% | 495 |
|
|
2024
Q4 | $1.85M | Sell |
21,884
-3,167
| -13% | -$268K | 0.06% | 293 |
|
|
2024
Q3 | $2.26M | Sell |
25,051
-1,219
| -5% | -$110K | 0.06% | 292 |
|
|
2024
Q2 | $1.94M | Sell |
26,270
-10,220
| -28% | -$753K | 0.05% | 346 |
|
|
2024
Q1 | $2.08M | Buy |
36,490
+2,522
| +7% | +$144K | 0.06% | 342 |
|
|
2023
Q4 | $2.08M | Sell |
33,968
-2,522
| -7% | -$154K | 0.06% | 349 |
|
|
2023
Q3 | $2.08M | Sell |
36,490
-5,475
| -13% | -$312K | 0.06% | 342 |
|
|
2023
Q2 | $2.63M | Buy |
41,965
+334
| +0.8% | +$20.9K | 0.06% | 300 |
|
|
2023
Q1 | $2.6M | Buy |
41,631
+11,939
| +40% | +$746K | 0.07% | 285 |
|
|
2022
Q4 | $1.82M | Buy |
29,692
+4,864
| +20% | +$298K | 0.05% | 362 |
|
|
2022
Q3 | $1.4M | Buy |
24,828
+6,401
| +35% | +$360K | 0.04% | 402 |
|
|
2022
Q2 | $1.17M | Sell |
18,427
-2,575
| -12% | -$163K | 0.05% | 368 |
|
|
2022
Q1 | $1.47M | Sell |
21,002
-9,610
| -31% | -$673K | 0.05% | 367 |
|
|
2021
Q4 | $2.04M | Buy |
30,612
+1,725
| +6% | +$115K | 0.06% | 344 |
|
|
2021
Q3 | $1.76M | Buy |
28,887
+3,341
| +13% | +$203K | 0.06% | 367 |
|
|
2021
Q2 | $1.53M | Buy |
25,546
+4,961
| +24% | +$297K | 0.05% | 403 |
|
|
2021
Q1 | $1.24M | Buy |
20,585
+1,864
| +10% | +$112K | 0.04% | 426 |
|
|
2020
Q4 | $1.09M | Sell |
18,721
-4,187
| -18% | -$244K | 0.06% | 302 |
|
|
2020
Q3 | $1.25M | Sell |
22,908
-1,021
| -4% | -$55.8K | 0.07% | 277 |
|
|
2020
Q2 | $1.18M | Buy |
23,929
+8,179
| +52% | +$402K | 0.08% | 251 |
|
|
2020
Q1 | $708K | Buy |
15,750
+864
| +6% | +$38.8K | 0.06% | 303 |
|
|
2019
Q4 | $879K | Buy |
14,886
+5,258
| +55% | +$310K | 0.07% | 263 |
|
|
2019
Q3 | $598K | Buy |
9,628
+599
| +7% | +$37.2K | 0.06% | 343 |
|
|
2019
Q2 | $532K | Sell |
9,029
-184
| -2% | -$10.8K | 0.06% | 357 |
|
|
2019
Q1 | $548K | Buy |
9,213
+768
| +9% | +$45.7K | 0.07% | 307 |
|
|
2018
Q4 | $440K | Sell |
8,445
-1,449
| -15% | -$75.5K | 0.06% | 334 |
|
|
2018
Q3 | $523K | Buy |
9,894
+5,346
| +118% | +$283K | 0.06% | 342 |
|
|
2018
Q2 | $247K | Sell |
4,548
-193
| -4% | -$10.5K | 0.03% | 545 |
|
|
2018
Q1 | $239K | Buy |
4,741
+37
| +0.8% | +$1.87K | 0.03% | 524 |
|
|
2017
Q4 | $244K | Buy |
4,704
+167
| +4% | +$8.66K | 0.03% | 520 |
|
|
2017
Q3 | $210K | Buy |
+4,537
| New | +$210K | 0.03% | 482 |
|
|
2016
Q4 | – | Sell |
-5,803
| Closed | -$243K | – | 609 |
|
|
2016
Q3 | $243K | Sell |
5,803
-2,635
| -31% | -$110K | 0.05% | 471 |
|
|
2016
Q2 | $394K | Sell |
8,438
-56
| -0.7% | -$2.62K | 0.08% | 317 |
|
|
2016
Q1 | $400K | Buy |
8,494
+120
| +1% | +$5.65K | 0.09% | 272 |
|
|
2015
Q4 | $324K | Buy |
8,374
+455
| +6% | +$17.6K | 0.07% | 345 |
|
|
2015
Q3 | $334K | Buy |
7,919
+380
| +5% | +$16K | 0.08% | 322 |
|
|
2015
Q2 | $297K | Sell |
7,539
-591
| -7% | -$23.3K | 0.07% | 337 |
|
|
2015
Q1 | $340K | Buy |
8,130
+1,356
| +20% | +$56.7K | 0.08% | 319 |
|
|
2014
Q4 | $280 | Sell |
6,774
-326
| -5% | -$13 | 0.01% | 1150 |
|
|
2014
Q3 | $264K | Sell |
7,100
-8,744
| -55% | -$325K | 0.07% | 404 |
|
|
2014
Q2 | $334K | Buy |
15,844
+9,487
| +149% | +$200K | 0.08% | 287 |
|
|
2014
Q1 | $242K | Buy |
6,357
+1,331
| +26% | +$50.7K | 0.07% | 317 |
|
|
2013
Q4 | $161K | Buy |
5,026
+9
| +0.2% | +$288 | 0.05% | 412 |
|
|
2013
Q3 | $165K | Buy |
5,017
+1,240
| +33% | +$40.8K | 0.06% | 398 |
|
|
2013
Q2 | $123K | Buy |
+3,777
| New | +$123K | 0.04% | 490 |
|