Capital Advisors Ltd’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9K | Buy |
+220
| New | +$9K | ﹤0.01% | 824 |
|
|
2025
Q1 | – | Sell |
-21
| Closed | -$1K | – | 1534 |
|
|
2024
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 1277 |
|
|
2024
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 1272 |
|
|
2024
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 1265 |
|
|
2024
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 1255 |
|
|
2023
Q4 | $1K | Sell |
21
-64
| -75% | -$3.05K | ﹤0.01% | 1203 |
|
|
2023
Q3 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 948 |
|
|
2023
Q2 | – | Sell |
-63
| Closed | -$3K | – | 1489 |
|
|
2023
Q1 | $3K | Buy |
63
+37
| +142% | +$1.76K | ﹤0.01% | 831 |
|
|
2022
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 1060 |
|