EPG Wealth Management’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
12,201
+105
| +0.9% | +$8.84K | 0.31% | 95 |
|
|
2025
Q1 | $995K | Buy |
12,096
+306
| +3% | +$25.2K | 0.28% | 106 |
|
|
2024
Q4 | $996K | Sell |
11,790
-108
| -0.9% | -$9.13K | 0.26% | 105 |
|
|
2024
Q3 | $1.06M | Buy |
+11,898
| New | +$1.06M | 0.27% | 106 |
|
|
2024
Q2 | – | Sell |
-13,305
| Closed | -$888K | – | 108 |
|
|
2024
Q1 | $888K | Buy |
13,305
+164
| +1% | +$11K | 0.22% | 121 |
|
|
2023
Q4 | $769K | Buy |
13,141
+644
| +5% | +$37.7K | 0.2% | 127 |
|
|
2023
Q3 | $711K | Sell |
12,497
-1,177
| -9% | -$67K | 0.21% | 117 |
|
|
2023
Q2 | $856K | Sell |
13,674
-99
| -0.7% | -$6.2K | 0.25% | 101 |
|
|
2023
Q1 | $860K | Buy |
13,773
+6,315
| +85% | +$394K | 0.27% | 89 |
|
|
2022
Q4 | $457K | Buy |
7,458
+425
| +6% | +$26K | 0.17% | 110 |
|
|
2022
Q3 | $395K | Buy |
7,033
+748
| +12% | +$42K | 0.16% | 126 |
|
|
2022
Q2 | $398K | Buy |
6,285
+93
| +2% | +$5.89K | 0.17% | 122 |
|
|
2022
Q1 | $433K | Buy |
6,192
+915
| +17% | +$64K | 0.15% | 129 |
|
|
2021
Q4 | $352K | Buy |
5,277
+298
| +6% | +$19.9K | 0.12% | 148 |
|
|
2021
Q3 | $303K | Buy |
4,979
+312
| +7% | +$19K | 0.12% | 157 |
|
|
2021
Q2 | $279K | Buy |
4,667
+843
| +22% | +$50.4K | 0.12% | 159 |
|
|
2021
Q1 | $230K | Buy |
+3,824
| New | +$230K | 0.11% | 167 |
|
|
2020
Q2 | – | Sell |
-1,777
| Closed | -$80K | – | 587 |
|
|
2020
Q1 | $80K | Buy |
1,777
+83
| +5% | +$3.74K | 0.06% | 208 |
|
|
2019
Q4 | $100K | Buy |
+1,694
| New | +$100K | 0.07% | 152 |
|