Creative Planning’s Peapack-Gladstone Financial PGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $742K | Sell |
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|
2025
Q1 | $749K | Sell |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $641K | Buy |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $282K | Buy |
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|
2023
Q4 | $239K | Sell |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $258K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $207K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $227K | Hold |
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|
2018
Q2 | $254K | Hold |
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|
2018
Q1 | $246K | Hold |
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|
2017
Q4 | $258K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $2K | Hold |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Hold |
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|
2013
Q2 | $2K | Buy |
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