CLA (CliftonLarsonAllen) Wealth Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $471K | Buy |
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|
2025
Q2 | $435K | Sell |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $629K | Sell |
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|
2024
Q3 | $619K | Buy |
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|
2024
Q2 | $543K | Hold |
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|
2024
Q1 | $522K | Hold |
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|
2023
Q4 | $561K | Hold |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $538K | Hold |
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|
2023
Q1 | $503K | Hold |
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|
2022
Q4 | $506K | Buy |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $365K | Hold |
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|
2021
Q3 | $288K | Hold |
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|
2021
Q2 | $305K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $374K | Hold |
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|
2020
Q3 | $282K | Hold |
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|
2020
Q2 | $266K | Buy |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $300K | Hold |
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|
2019
Q2 | $688K | Hold |
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|
2019
Q1 | $535K | Hold |
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|
2018
Q4 | $713K | Hold |
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|
2018
Q3 | $1.38M | Hold |
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|
2018
Q2 | $1.28M | Hold |
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|
2018
Q1 | $1.32M | Hold |
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|
2017
Q4 | $1.35M | Hold |
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|
2017
Q3 | $2.04M | Hold |
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|
2017
Q2 | $1.99M | Hold |
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|
2017
Q1 | $1.99M | Sell |
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|
2016
Q4 | $1.83M | Sell |
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|
2016
Q3 | $1.86M | Sell |
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|
2016
Q2 | $1.95M | Buy |
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|
2016
Q1 | $1.82M | Sell |
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|
2015
Q4 | $1.65M | Buy |
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|
2015
Q3 | $1.63M | Buy |
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|
2015
Q2 | $1.5M | Buy |
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|
2015
Q1 | $1.62M | Buy |
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