Bleakley Financial Group’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 | $571K | Buy |
40,951
+4,950
| +14% | +$69K | 0.01% | 471 |
|
|
2025
Q1 | $619K | Sell |
36,001
-9,510
| -21% | -$163K | 0.02% | 404 |
|
|
2024
Q4 | $918K | Buy |
45,511
+3,705
| +9% | +$74.8K | 0.03% | 439 |
|
|
2024
Q3 | $827K | Buy |
41,806
+1,111
| +3% | +$22K | 0.03% | 445 |
|
|
2024
Q2 | $711K | Sell |
40,695
-3,339
| -8% | -$58.3K | 0.02% | 501 |
|
|
2024
Q1 | $738K | Sell |
44,034
-1,298
| -3% | -$21.8K | 0.02% | 507 |
|
|
2023
Q4 | $817K | Buy |
45,332
+691
| +2% | +$12.5K | 0.03% | 452 |
|
|
2023
Q3 | $720K | Buy |
44,641
+1,357
| +3% | +$21.9K | 0.03% | 454 |
|
|
2023
Q2 | $748K | Buy |
43,284
+8,277
| +24% | +$143K | 0.02% | 481 |
|
|
2023
Q1 | $566K | Buy |
35,007
+7,199
| +26% | +$116K | 0.02% | 538 |
|
|
2022
Q4 | $452K | Buy |
+27,808
| New | +$452K | 0.02% | 577 |
|