CFGSD
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Compass Financial Group (South Dakota)’s Public Service Enterprise Group PEG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$285K Buy
3,382
+12
+0.4% +$1.01K 0.05% 77
2025
Q1
$277K Buy
3,370
+12
+0.4% +$988 0.05% 77
2024
Q4
$284K Buy
3,358
+11
+0.3% +$929 0.05% 74
2024
Q3
$299K Buy
3,347
+10
+0.3% +$892 0.06% 72
2024
Q2
$246K Buy
3,337
+26
+0.8% +$1.92K 0.05% 78
2024
Q1
$221K Buy
3,311
+14
+0.4% +$935 0.05% 86
2023
Q4
$202K Buy
+3,297
New +$202K 0.05% 87
2023
Q3
Sell
-3,282
Closed -$205K 96
2023
Q2
$205K Buy
3,282
+13
+0.4% +$814 0.06% 93
2023
Q1
$204K Buy
+3,269
New +$204K 0.07% 92