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 |
|