BOK Financial Private Wealth’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 | – | Sell |
-369
| Closed | -$30.4K | – | 480 |
|
|
2025
Q1 | $30.4K | Buy |
369
+221
| +149% | +$18.2K | ﹤0.01% | 301 |
|
|
2024
Q4 | $12.5K | Buy |
148
+40
| +37% | +$3.38K | ﹤0.01% | 354 |
|
|
2024
Q3 | $9.65K | Hold |
108
| – | – | ﹤0.01% | 394 |
|
|
2024
Q2 | $7.97K | Hold |
108
| – | – | ﹤0.01% | 381 |
|
|
2024
Q1 | $7.22K | Hold |
108
| – | – | ﹤0.01% | 381 |
|
|
2023
Q4 | $6.61K | Buy |
+108
| New | +$6.61K | ﹤0.01% | 389 |
|