Crossmark Global Holdings’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
89,472
+55,498
| +163% | +$774K | 0.02% | 545 |
|
|
2025
Q1 | $584K | Sell |
33,974
-349
| -1% | -$6K | 0.01% | 815 |
|
|
2024
Q4 | $693K | Sell |
34,323
-110
| -0.3% | -$2.22K | 0.01% | 708 |
|
|
2024
Q3 | $680K | Buy |
34,433
+174
| +0.5% | +$3.44K | 0.01% | 736 |
|
|
2024
Q2 | $598K | Sell |
34,259
-242
| -0.7% | -$4.22K | 0.01% | 752 |
|
|
2024
Q1 | $579K | Sell |
34,501
-58
| -0.2% | -$973 | 0.01% | 801 |
|
|
2023
Q4 | $623K | Buy |
34,559
+1,575
| +5% | +$28.4K | 0.01% | 757 |
|
|
2023
Q3 | $521K | Buy |
32,984
+509
| +2% | +$8.04K | 0.01% | 804 |
|
|
2023
Q2 | $574K | Buy |
32,475
+81
| +0.3% | +$1.43K | 0.01% | 798 |
|
|
2023
Q1 | $524K | Buy |
32,394
+8,016
| +33% | +$130K | 0.01% | 799 |
|
|
2022
Q4 | $396K | Buy |
+24,378
| New | +$396K | 0.01% | 893 |
|
|
2019
Q1 | – | Sell |
-65,003
| Closed | -$1.54M | – | 1403 |
|
|
2018
Q4 | $1.54M | Buy |
65,003
+22,275
| +52% | +$529K | 0.05% | 424 |
|
|
2018
Q3 | $1.97M | Sell |
42,728
-2,254
| -5% | -$104K | 0.05% | 411 |
|
|
2018
Q2 | $1.91M | Sell |
44,982
-2,060
| -4% | -$87.7K | 0.05% | 400 |
|
|
2018
Q1 | $2.07M | Sell |
47,042
-4,725
| -9% | -$208K | 0.05% | 406 |
|
|
2017
Q4 | $2.32M | Buy |
51,767
+7,765
| +18% | +$348K | 0.06% | 386 |
|
|
2017
Q3 | $3M | Buy |
+44,002
| New | +$3M | 0.08% | 309 |
|
|
2016
Q3 | $3M | Buy |
+44,002
| New | +$3M | 0.08% | 309 |
|