EverSource Wealth Advisors’s Portland General Electric POR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$67.2K Buy
1,654
+155
+10% +$6.3K ﹤0.01% 1422
2025
Q1
$66.9K Buy
1,499
+92
+7% +$4.1K ﹤0.01% 1087
2024
Q4
$61.4K Buy
1,407
+1,096
+352% +$47.8K ﹤0.01% 1096
2024
Q3
$14.9K Sell
311
-743
-70% -$35.6K ﹤0.01% 1646
2024
Q2
$49.9K Buy
1,054
+30
+3% +$1.42K ﹤0.01% 1093
2024
Q1
$44.3K Sell
1,024
-267
-21% -$11.5K ﹤0.01% 1030
2023
Q4
$56K Buy
1,291
+1,087
+533% +$47.1K 0.01% 854
2023
Q3
$8.24K Sell
204
-806
-80% -$32.5K ﹤0.01% 1498
2023
Q2
$47.3K Buy
1,010
+15
+2% +$702 0.01% 858
2023
Q1
$48.6K Hold
995
0.01% 804
2022
Q4
$48.8K Buy
995
+822
+475% +$40.3K 0.01% 773
2022
Q3
$8K Sell
173
-983
-85% -$45.5K ﹤0.01% 1207
2022
Q2
$56K Buy
+1,156
New +$56K 0.01% 592