Charles Schwab’s Peapack-Gladstone Financial PGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.59M Sell
127,240
-614
-0.5% -$17.3K ﹤0.01% 2468
2025
Q1
$3.63M Sell
127,854
-2,128
-2% -$60.4K ﹤0.01% 2407
2024
Q4
$4.17M Buy
129,982
+895
+0.7% +$28.7K ﹤0.01% 2416
2024
Q3
$3.54M Sell
129,087
-187
-0.1% -$5.13K ﹤0.01% 2530
2024
Q2
$2.93M Sell
129,274
-35,958
-22% -$814K ﹤0.01% 2575
2024
Q1
$4.02M Sell
165,232
-19,129
-10% -$465K ﹤0.01% 2364
2023
Q4
$5.5M Sell
184,361
-6,431
-3% -$192K ﹤0.01% 2271
2023
Q3
$4.89M Sell
190,792
-2,948
-2% -$75.6K ﹤0.01% 2269
2023
Q2
$5.25M Buy
193,740
+14,699
+8% +$398K ﹤0.01% 2222
2023
Q1
$5.3M Buy
179,041
+57,884
+48% +$1.71M ﹤0.01% 2177
2022
Q4
$4.51M Sell
121,157
-232
-0.2% -$8.64K ﹤0.01% 2264
2022
Q3
$4.09M Buy
121,389
+1,664
+1% +$56K ﹤0.01% 2316
2022
Q2
$3.56M Sell
119,725
-4,805
-4% -$143K ﹤0.01% 2341
2022
Q1
$4.33M Buy
124,530
+2,764
+2% +$96.1K ﹤0.01% 2338
2021
Q4
$4.31M Buy
121,766
+278
+0.2% +$9.84K ﹤0.01% 2423
2021
Q3
$4.05M Sell
121,488
-3,190
-3% -$106K ﹤0.01% 2467
2021
Q2
$3.87M Buy
124,678
+9,529
+8% +$296K ﹤0.01% 2472
2021
Q1
$3.56M Buy
115,149
+3,648
+3% +$113K ﹤0.01% 2453
2020
Q4
$2.54M Buy
111,501
+1,616
+1% +$36.8K ﹤0.01% 2529
2020
Q3
$1.67M Sell
109,885
-801
-0.7% -$12.1K ﹤0.01% 2553
2020
Q2
$2.07M Buy
110,686
+4,481
+4% +$84K ﹤0.01% 2411
2020
Q1
$1.91M Buy
106,205
+2,295
+2% +$41.2K ﹤0.01% 2293
2019
Q4
$3.21M Sell
103,910
-6,529
-6% -$202K ﹤0.01% 2240
2019
Q3
$3.1M Sell
110,439
-8,892
-7% -$249K ﹤0.01% 2214
2019
Q2
$3.36M Buy
119,331
+3,363
+3% +$94.6K ﹤0.01% 2159
2019
Q1
$3.04M Sell
115,968
-21,583
-16% -$566K ﹤0.01% 2211
2018
Q4
$3.46M Sell
137,551
-194
-0.1% -$4.89K ﹤0.01% 2103
2018
Q3
$4.26M Buy
137,745
+4,830
+4% +$149K ﹤0.01% 2137
2018
Q2
$4.6M Buy
132,915
+29,954
+29% +$1.04M ﹤0.01% 2048
2018
Q1
$3.44M Sell
102,961
-537
-0.5% -$17.9K ﹤0.01% 2122
2017
Q4
$3.63M Buy
103,498
+7,238
+8% +$254K ﹤0.01% 2074
2017
Q3
$3.25M Buy
96,260
+37,503
+64% +$1.27M ﹤0.01% 2087
2017
Q2
$1.84M Buy
58,757
+10,294
+21% +$322K ﹤0.01% 2246
2017
Q1
$1.44M Buy
48,463
+19,518
+67% +$578K ﹤0.01% 2306
2016
Q4
$894K Hold
28,945
﹤0.01% 2465
2016
Q3
$649K Buy
28,945
+6,545
+29% +$147K ﹤0.01% 2531
2016
Q2
$415K Hold
22,400
﹤0.01% 2655
2016
Q1
$379K Sell
22,400
-5,700
-20% -$96.4K ﹤0.01% 2689
2015
Q4
$580K Hold
28,100
﹤0.01% 2587
2015
Q3
$595K Hold
28,100
﹤0.01% 2557
2015
Q2
$625K Hold
28,100
﹤0.01% 2595
2015
Q1
$607K Buy
28,100
+10,400
+59% +$225K ﹤0.01% 2562
2014
Q4
$329K Hold
17,700
﹤0.01% 2802
2014
Q3
$310K Hold
17,700
﹤0.01% 2783
2014
Q2
$376K Buy
17,700
+5,500
+45% +$117K ﹤0.01% 2753
2014
Q1
$269K Hold
12,200
﹤0.01% 2848
2013
Q4
$234K Hold
12,200
﹤0.01% 2911
2013
Q3
$226K Hold
12,200
﹤0.01% 2873
2013
Q2
$214K Buy
+12,200
New +$214K ﹤0.01% 2866