EWA
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EP Wealth Advisors’s Portland General Electric POR Stock Holding History

EP Wealth Advisors’s Portfolio POR Stock Details POR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$478K Sell
11,765
-7
-0.1% -$284 ﹤0.01% 796
2025
Q1 		$525K Buy
11,772
+4,856
+70% +$217K ﹤0.01% 688
2024
Q4 		$302K Buy
+6,916
New +$302K ﹤0.01% 870