Concord Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-300	Closed	-$24.1K	–	622
2025 Q4	$24.1K	Hold	300	–	–	﹤0.01%	422
2025 Q3	$25K	Hold	300	–	–	﹤0.01%	432
2025 Q2	$25.3K	Hold	300	–	–	﹤0.01%	438
2025 Q1	$24.7K	Hold	300	–	–	﹤0.01%	411
2024 Q4	$25.3K	Hold	300	–	–	﹤0.01%	422
2024 Q3	$26.8K	Hold	300	–	–	﹤0.01%	428
2024 Q2	$22.1K	Hold	300	–	–	﹤0.01%	413
2024 Q1	$20K	Sell	300 -100	-25%	-$6.12K	﹤0.01%	487
2023 Q4	$24.5K	Hold	400	–	–	﹤0.01%	451
2023 Q3	$22.8K	Hold	400	–	–	﹤0.01%	489
2023 Q2	$25K	Hold	400	–	–	0.01%	470
2023 Q1	$25K	Hold	400	–	–	0.01%	455
2022 Q4	$24.5K	Buy	+400	New	+$23.2K	0.01%	493
2022 Q3	–	Sell	-400	Closed	-$25K	–	841
2022 Q2	$25K	Hold	400	–	–	0.01%	500
2022 Q1	$28K	Hold	400	–	–	0.01%	562
2021 Q4	$27K	Hold	400	–	–	0.01%	577
2021 Q3	$24K	Hold	400	–	–	0.01%	351
2021 Q2	$24K	Sell	400 -12	-3%	-$741	0.01%	470
2021 Q1	$25K	Buy	412 +3	+0.7%	+$173	0.01%	441
2020 Q4	$24K	Buy	+409	New	+$23.8K	0.02%	289