Clearstead Advisors’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 | $119K | Buy |
8,541
+1,447
| +20% | +$20.2K | ﹤0.01% | 1009 |
|
|
2025
Q1 | $122K | Buy |
7,094
+5,766
| +434% | +$99.1K | ﹤0.01% | 937 |
|
|
2024
Q4 | $26.8K | Buy |
1,328
+52
| +4% | +$1.05K | ﹤0.01% | 1302 |
|
|
2024
Q3 | $25.2K | Hold |
1,276
| – | – | ﹤0.01% | 1361 |
|
|
2024
Q2 | $22.3K | Buy |
1,276
+545
| +75% | +$9.52K | ﹤0.01% | 1346 |
|
|
2024
Q1 | $13.1K | Sell |
731
-35
| -5% | -$625 | ﹤0.01% | 1014 |
|
|
2023
Q4 | $13.8K | Buy |
766
+530
| +225% | +$9.56K | ﹤0.01% | 1000 |
|
|
2023
Q3 | $3.81K | Buy |
236
+118
| +100% | +$1.9K | ﹤0.01% | 1291 |
|
|
2023
Q2 | $2.04K | Sell |
118
-35
| -23% | -$605 | ﹤0.01% | 1147 |
|
|
2023
Q1 | $2.48K | Buy |
+153
| New | +$2.48K | ﹤0.01% | 1106 |
|
|
2022
Q3 | – | Sell |
-50
| Closed | – | – | 1330 |
|
|
2022
Q2 | $0 | Hold |
50
| – | – | ﹤0.01% | 1393 |
|
|
2022
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1310 |
|
|
2021
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1199 |
|
|
2021
Q3 | $0 | Hold |
50
| – | – | ﹤0.01% | 1354 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 1180 |
|
|
2021
Q1 | $1K | Buy |
+50
| New | +$1K | ﹤0.01% | 1050 |
|