Corient Private Wealth’s Portland General Electric POR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
9,470
-54
| -0.6% | -$2.19K | ﹤0.01% | 1941 |
|
|
2025
Q1 | $425K | Buy |
9,524
+400
| +4% | +$17.8K | ﹤0.01% | 1672 |
|
|
2024
Q4 | $398K | Sell |
9,124
-757
| -8% | -$33K | ﹤0.01% | 1739 |
|
|
2024
Q3 | $473K | Buy |
9,881
+194
| +2% | +$9.29K | ﹤0.01% | 1741 |
|
|
2024
Q2 | $419K | Buy |
+9,687
| New | +$419K | ﹤0.01% | 1733 |
|
|
2024
Q1 | – | Sell |
-10,197
| Closed | -$442K | – | 2335 |
|
|
2023
Q4 | $442K | Buy |
10,197
+1,948
| +24% | +$84.4K | ﹤0.01% | 1667 |
|
|
2023
Q3 | $334K | Sell |
8,249
-327
| -4% | -$13.2K | ﹤0.01% | 1700 |
|
|
2023
Q2 | $402K | Buy |
8,576
+48
| +0.6% | +$2.25K | ﹤0.01% | 1551 |
|
|
2023
Q1 | $417K | Buy |
8,528
+1,690
| +25% | +$82.6K | ﹤0.01% | 1449 |
|
|
2022
Q4 | $335K | Buy |
+6,838
| New | +$335K | ﹤0.01% | 1289 |
|