Clearstead Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Buy |
2,541
+643
| +34% | +$54.1K | ﹤0.01% | 870 |
|
|
2025
Q1 | $156K | Buy |
1,898
+67
| +4% | +$5.51K | ﹤0.01% | 882 |
|
|
2024
Q4 | $155K | Sell |
1,831
-181
| -9% | -$15.3K | ﹤0.01% | 916 |
|
|
2024
Q3 | $180K | Buy |
2,012
+4
| +0.2% | +$357 | ﹤0.01% | 885 |
|
|
2024
Q2 | $148K | Buy |
2,008
+793
| +65% | +$58.4K | ﹤0.01% | 909 |
|
|
2024
Q1 | $89.3K | Sell |
1,215
-39
| -3% | -$2.87K | ﹤0.01% | 629 |
|
|
2023
Q4 | $76.7K | Sell |
1,254
-1,408
| -53% | -$86.1K | ﹤0.01% | 643 |
|
|
2023
Q3 | $151K | Buy |
2,662
+2,182
| +455% | +$124K | ﹤0.01% | 634 |
|
|
2023
Q2 | $30.1K | Buy |
480
+85
| +22% | +$5.32K | ﹤0.01% | 829 |
|
|
2023
Q1 | $24.7K | Buy |
395
+48
| +14% | +$3K | ﹤0.01% | 810 |
|
|
2022
Q4 | $21.3K | Buy |
347
+28
| +9% | +$1.72K | ﹤0.01% | 785 |
|
|
2022
Q3 | $18K | Sell |
319
-79
| -20% | -$4.46K | ﹤0.01% | 791 |
|
|
2022
Q2 | $25K | Buy |
398
+21
| +6% | +$1.32K | ﹤0.01% | 749 |
|
|
2022
Q1 | $26K | Buy |
377
+134
| +55% | +$9.24K | ﹤0.01% | 808 |
|
|
2021
Q4 | $16K | Sell |
243
-106
| -30% | -$6.98K | ﹤0.01% | 860 |
|
|
2021
Q3 | $21K | Buy |
349
+79
| +29% | +$4.75K | ﹤0.01% | 803 |
|
|
2021
Q2 | $16K | Buy |
270
+27
| +11% | +$1.6K | ﹤0.01% | 736 |
|
|
2021
Q1 | $15K | Buy |
243
+100
| +70% | +$6.17K | ﹤0.01% | 721 |
|
|
2020
Q4 | $8K | Buy |
+143
| New | +$8K | ﹤0.01% | 751 |
|
|
2020
Q2 | – | Sell |
-100
| Closed | -$4K | – | 823 |
|
|
2020
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 666 |
|