Elk River Wealth Management’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 | $364K | Sell |
12,900
-1,000
| -7% | -$28.3K | 0.06% | 79 |
|
|
2025
Q1 | $395K | Hold |
13,900
| – | – | 0.07% | 76 |
|
|
2024
Q4 | $445K | Sell |
13,900
-1,600
| -10% | -$51.3K | 0.08% | 74 |
|
|
2024
Q3 | $425K | Hold |
15,500
| – | – | 0.08% | 74 |
|
|
2024
Q2 | $351K | Sell |
15,500
-2,150
| -12% | -$48.7K | 0.07% | 72 |
|
|
2024
Q1 | $429K | Sell |
17,650
-650
| -4% | -$15.8K | 0.09% | 73 |
|
|
2023
Q4 | $546K | Hold |
18,300
| – | – | 0.1% | 72 |
|
|
2023
Q3 | $469K | Hold |
18,300
| – | – | 0.1% | 76 |
|
|
2023
Q2 | $496K | Hold |
18,300
| – | – | 0.11% | 74 |
|
|
2023
Q1 | $542K | Sell |
18,300
-300
| -2% | -$8.89K | 0.12% | 70 |
|
|
2022
Q4 | $692K | Sell |
18,600
-400
| -2% | -$14.9K | 0.17% | 66 |
|
|
2022
Q3 | $639K | Hold |
19,000
| – | – | 0.17% | 63 |
|
|
2022
Q2 | $564K | Hold |
19,000
| – | – | 0.14% | 70 |
|
|
2022
Q1 | $660K | Hold |
19,000
| – | – | 0.14% | 71 |
|
|
2021
Q4 | $673K | Hold |
19,000
| – | – | 0.15% | 72 |
|
|
2021
Q3 | $634K | Sell |
19,000
-38,774
| -67% | -$1.29M | 0.16% | 70 |
|
|
2021
Q2 | $1.8M | Hold |
57,774
| – | – | 0.47% | 54 |
|
|
2021
Q1 | $1.78M | Sell |
57,774
-42,845
| -43% | -$1.32M | 0.51% | 55 |
|
|
2020
Q4 | $2.29M | Buy |
+100,619
| New | +$2.29M | 0.76% | 47 |
|