Creative Planning’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
26,283
-107
| -0.4% | -$3.02K | ﹤0.01% | 2099 |
|
|
2025
Q1 | $749K | Sell |
26,390
-1,231
| -4% | -$35K | ﹤0.01% | 1950 |
|
|
2024
Q4 | $885K | Buy |
27,621
+4,224
| +18% | +$135K | ﹤0.01% | 1729 |
|
|
2024
Q3 | $641K | Buy |
23,397
+6,032
| +35% | +$165K | ﹤0.01% | 1892 |
|
|
2024
Q2 | $393K | Buy |
17,365
+5,769
| +50% | +$131K | ﹤0.01% | 2134 |
|
|
2024
Q1 | $282K | Buy |
11,596
+3,585
| +45% | +$87.2K | ﹤0.01% | 2295 |
|
|
2023
Q4 | $239K | Sell |
8,011
-4,119
| -34% | -$123K | ﹤0.01% | 2268 |
|
|
2023
Q3 | $311K | Buy |
12,130
+2,614
| +27% | +$67K | ﹤0.01% | 1908 |
|
|
2023
Q2 | $258K | Buy |
+9,516
| New | +$258K | ﹤0.01% | 2019 |
|
|
2019
Q3 | – | Sell |
-7,355
| Closed | -$207K | – | 1926 |
|
|
2019
Q2 | $207K | Buy |
+7,355
| New | +$207K | ﹤0.01% | 1589 |
|
|
2018
Q4 | – | Sell |
-7,355
| Closed | -$227K | – | 1897 |
|
|
2018
Q3 | $227K | Hold |
7,355
| – | – | ﹤0.01% | 1579 |
|
|
2018
Q2 | $254K | Hold |
7,355
| – | – | ﹤0.01% | 1453 |
|
|
2018
Q1 | $246K | Hold |
7,355
| – | – | ﹤0.01% | 1462 |
|
|
2017
Q4 | $258K | Buy |
+7,355
| New | +$258K | ﹤0.01% | 1427 |
|
|
2014
Q2 | – | Sell |
-110
| Closed | -$2K | – | 3774 |
|
|
2014
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 3289 |
|
|
2013
Q4 | $2K | Hold |
110
| – | – | ﹤0.01% | 3107 |
|
|
2013
Q3 | $2K | Hold |
110
| – | – | ﹤0.01% | 2994 |
|
|
2013
Q2 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 2835 |
|