Capital Analysts LLC’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 | $1K | Hold |
93
| – | – | ﹤0.01% | 1367 |
|
|
2025
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 1311 |
|
|
2024
Q4 | $2K | Hold |
93
| – | – | ﹤0.01% | 1229 |
|
|
2024
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 1224 |
|
|
2024
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 1118 |
|
|
2024
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 1054 |
|
|
2023
Q4 | $2K | Hold |
93
| – | – | ﹤0.01% | 1029 |
|
|
2023
Q3 | $2K | Hold |
93
| – | – | ﹤0.01% | 1057 |
|
|
2023
Q2 | $2K | Hold |
93
| – | – | ﹤0.01% | 951 |
|
|
2023
Q1 | $2K | Hold |
93
| – | – | ﹤0.01% | 925 |
|
|
2022
Q4 | $2K | Sell |
93
-252
| -73% | -$5.42K | ﹤0.01% | 999 |
|
|
2022
Q3 | $4K | Buy |
345
+252
| +271% | +$2.92K | ﹤0.01% | 924 |
|
|
2022
Q2 | $1K | Hold |
93
| – | – | ﹤0.01% | 985 |
|
|
2022
Q1 | $1K | Hold |
93
| – | – | ﹤0.01% | 910 |
|
|
2021
Q4 | $1K | Hold |
93
| – | – | ﹤0.01% | 985 |
|
|
2021
Q3 | $1K | Hold |
93
| – | – | ﹤0.01% | 963 |
|
|
2021
Q2 | $1K | Hold |
93
| – | – | ﹤0.01% | 917 |
|
|
2021
Q1 | $1K | Buy |
+93
| New | +$1K | ﹤0.01% | 1032 |
|
|
2020
Q4 | – | Sell |
-160
| Closed | -$2K | – | 792 |
|
|
2020
Q3 | $2K | Hold |
160
| – | – | ﹤0.01% | 711 |
|
|
2020
Q2 | $1K | Hold |
160
| – | – | ﹤0.01% | 687 |
|
|
2020
Q1 | $1K | Hold |
160
| – | – | ﹤0.01% | 665 |
|
|
2019
Q4 | $2K | Buy |
+160
| New | +$2K | ﹤0.01% | 674 |
|
|
2018
Q4 | – | Sell |
-300
| Closed | -$14K | – | 622 |
|
|
2018
Q3 | $14K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2018
Q2 | $13K | Hold |
300
| – | – | ﹤0.01% | 445 |
|
|
2018
Q1 | $13K | Buy |
+300
| New | +$13K | ﹤0.01% | 430 |
|
|
2017
Q4 | – | Sell |
-177
| Closed | -$12K | – | 470 |
|
|
2017
Q3 | $12K | Buy |
+177
| New | +$12K | ﹤0.01% | 371 |
|