Caldwell Sutter Capital’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 | $159K | Hold |
11,377
| – | – | 0.07% | 231 |
|
|
2025
Q1 | $195K | Sell |
11,377
-679
| -6% | -$11.7K | 0.09% | 202 |
|
|
2024
Q4 | $243K | Buy |
12,056
+50
| +0.4% | +$1.01K | 0.11% | 177 |
|
|
2024
Q3 | $237K | Hold |
12,006
| – | – | 0.11% | 177 |
|
|
2024
Q2 | $210K | Hold |
12,006
| – | – | 0.1% | 189 |
|
|
2024
Q1 | $201K | Hold |
12,006
| – | – | 0.1% | 192 |
|
|
2023
Q4 | $216K | Hold |
12,006
| – | – | 0.11% | 180 |
|
|
2023
Q3 | $194K | Sell |
12,006
-249
| -2% | -$4.02K | 0.11% | 179 |
|
|
2023
Q2 | $212K | Buy |
12,255
+8,349
| +214% | +$144K | 0.11% | 172 |
|
|
2023
Q1 | $63.2K | Buy |
3,906
+1,206
| +45% | +$19.5K | 0.05% | 226 |
|
|
2022
Q4 | $43.9K | Buy |
+2,700
| New | +$43.9K | 0.04% | 183 |
|