Bank of Stockton’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $342K | Hold |
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|
2025
Q2 | $311K | Hold |
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|
2025
Q1 | $325K | Hold |
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|
2024
Q4 | $280K | Hold |
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|
2024
Q3 | $287K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $245K | Hold |
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|
2023
Q4 | $239K | Hold |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $316K | Hold |
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|
2022
Q4 | $312K | Hold |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $352K | Sell |
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|
2021
Q3 | $347K | Hold |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $367K | Hold |
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|
2020
Q4 | $360K | Sell |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $369K | Hold |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $401K | Hold |
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|
2019
Q2 | $352K | Hold |
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|
2019
Q1 | $334K | Buy |
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|
2018
Q4 | $276K | Hold |
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|
2018
Q3 | $266K | Sell |
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|
2018
Q2 | $258K | Hold |
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|
2018
Q1 | $250K | Hold |
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|
2017
Q4 | $265K | Sell |
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|
2017
Q3 | $259K | Hold |
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $251K | Hold |
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|
2016
Q4 | $243K | Hold |
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|
2016
Q3 | $248K | Hold |
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|
2016
Q2 | $270K | Hold |
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|
2016
Q1 | $249K | Hold |
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|
2015
Q4 | $212K | Hold |
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|
2015
Q3 | $216K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $232K | Hold |
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|
2014
Q4 | $247K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $215K | Hold |
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|
2013
Q3 | $210K | Hold |
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|
2013
Q2 | $213K | Buy |
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