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Clearstead Trust’s Portland General Electric POR Stock Holding History

Clearstead Trust’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-94
Closed -$4.19K – 1530
2025
Q1 		$4.19K Buy
+94
New +$4.03K ﹤0.01% 639
2023
Q4 		– Sell
-166
Closed -$6.72K – 460
2023
Q3 		$6.72K Buy
+166
New +$7.53K ﹤0.01% 371

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AIP
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Fuller & Thaler Asset Management
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State Street
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Geode Capital Management
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Invesco
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Massachusetts Financial Services
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JP Morgan Chase
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