Carson Wealth (CWM LLC)’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.08M | Buy |
58,286
+10,377
| +22% | +$533K | 0.01% | 1017 |
|
|
2025
Q4 | $2.3M | Buy |
47,909
+4,980
| +12% | +$235K | 0.01% | 1091 |
|
|
2025
Q3 | $1.89M | Buy |
42,929
+17,077
| +66% | +$717K | 0.01% | 1110 |
|
|
2025
Q2 | $1.05M | Buy |
25,852
+2,490
| +11% | +$104K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $1.04M | Buy |
23,362
+1,707
| +8% | +$73.2K | ﹤0.01% | 1102 |
|
|
2024
Q4 | $945K | Sell |
21,655
-936
| -4% | -$43.5K | ﹤0.01% | 1114 |
|
|
2024
Q3 | $1.08M | Sell |
22,591
-129
| -0.6% | -$6.04K | ﹤0.01% | 982 |
|
|
2024
Q2 | $982K | Sell |
22,720
-1,055
| -4% | -$45.5K | ﹤0.01% | 898 |
|
|
2024
Q1 | $999K | Sell |
23,775
-641
| -3% | -$26.4K | ﹤0.01% | 853 |
|
|
2023
Q4 | $1.06M | Sell |
24,416
-979
| -4% | -$40.6K | 0.01% | 784 |
|
|
2023
Q3 | $1.03M | Sell |
25,395
-628
| -2% | -$28.5K | 0.01% | 741 |
|
|
2023
Q2 | $1.22M | Sell |
26,023
-270
| -1% | -$13.4K | 0.01% | 638 |
|
|
2023
Q1 | $1.28M | Buy |
26,293
+535
| +2% | +$25.6K | 0.01% | 584 |
|
|
2022
Q4 | $1.26M | Buy |
25,758
+725
| +3% | +$33.6K | 0.01% | 546 |
|
|
2022
Q3 | $1.09M | Sell |
25,033
-862
| -3% | -$44.1K | 0.01% | 541 |
|
|
2022
Q2 | $1.25M | Sell |
25,895
-947
| -4% | -$47.1K | 0.01% | 511 |
|
|
2022
Q1 | $1.48M | Buy |
26,842
+26,019
| +3,161% | +$1.37M | 0.01% | 469 |
|
|
2021
Q4 | $44K | Buy |
+823
| New | +$41.1K | ﹤0.01% | 1628 |
|
|
2021
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2021
Q1 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2020
Q4 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2020
Q3 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2020
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2020
Q1 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q4 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q3 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q2 | $14K | Hold |
302
| – | – | ﹤0.01% | 1961 |
|
|
2019
Q1 | $14K | Sell |
302
-854
| -74% | -$41.7K | ﹤0.01% | 1960 |
|
|
2018
Q4 | $53K | Buy |
1,156
+1,136
| +5,680% | +$53.2K | ﹤0.01% | 871 |
|
|
2018
Q3 | $1K | Sell |
20
-24
| -55% | -$1.09K | ﹤0.01% | 1725 |
|
|
2018
Q2 | $2K | Buy |
44
+24
| +120% | +$987 | ﹤0.01% | 1410 |
|
|
2018
Q1 | $1K | Sell |
20
-50
| -71% | -$2.05K | ﹤0.01% | 1312 |
|
|
2017
Q4 | $3K | Buy |
70
+50
| +250% | +$2.37K | ﹤0.01% | 1219 |
|
|
2017
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 1407 |
|
|
2017
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 1125 |
|
|
2017
Q1 | $1K | Buy |
+20
| New | +$880 | ﹤0.01% | 1094 |
|
Other funds holding POR
VPM
VCM
HHAM