Bell Investment Advisors’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 | $9.87K | Buy |
708
+128
| +22% | +$1.78K | ﹤0.01% | 680 |
|
|
2025
Q1 | $9.97K | Buy |
580
+31
| +6% | +$533 | ﹤0.01% | 605 |
|
|
2024
Q4 | $11.1K | Buy |
549
+25
| +5% | +$505 | ﹤0.01% | 561 |
|
|
2024
Q3 | $10.4K | Sell |
524
-48
| -8% | -$949 | ﹤0.01% | 603 |
|
|
2024
Q2 | $9.99K | Buy |
572
+31
| +6% | +$541 | ﹤0.01% | 609 |
|
|
2024
Q1 | $9.07K | Sell |
541
-30
| -5% | -$503 | ﹤0.01% | 634 |
|
|
2023
Q4 | $10.3K | Sell |
571
-78
| -12% | -$1.41K | ﹤0.01% | 549 |
|
|
2023
Q3 | $10.5K | Sell |
649
-99
| -13% | -$1.6K | ﹤0.01% | 487 |
|
|
2023
Q2 | $12.9K | Buy |
748
+56
| +8% | +$968 | ﹤0.01% | 426 |
|
|
2023
Q1 | $11.2K | Hold |
692
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $11.3K | Buy |
692
+135
| +24% | +$2.2K | ﹤0.01% | 449 |
|
|
2022
Q3 | $7K | Sell |
557
-4
| -0.7% | -$50 | ﹤0.01% | 543 |
|
|
2022
Q2 | $6K | Buy |
+561
| New | +$6K | ﹤0.01% | 640 |
|
|
2021
Q4 | $4K | Buy |
324
+93
| +40% | +$1.15K | ﹤0.01% | 886 |
|
|
2021
Q3 | $2K | Buy |
+231
| New | +$2K | ﹤0.01% | 1122 |
|