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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$142K	Buy	2,695 +1,011	+60%	+$51.9K	﹤0.01%	1237
2025 Q4	$80.8K	Buy	1,684 +125	+8%	+$5.9K	﹤0.01%	1432
2025 Q3	$68.6K	Sell	1,559 -95	-6%	-$3.99K	﹤0.01%	1479
2025 Q2	$67.2K	Buy	1,654 +155	+10%	+$6.5K	﹤0.01%	1429
2025 Q1	$66.9K	Buy	1,499 +92	+7%	+$3.94K	﹤0.01%	1088
2024 Q4	$61.4K	Buy	1,407 +1,096	+352%	+$51K	﹤0.01%	1096
2024 Q3	$14.9K	Sell	311 -743	-70%	-$34.8K	﹤0.01%	1646
2024 Q2	$49.9K	Buy	1,054 +30	+3%	+$1.29K	﹤0.01%	1093
2024 Q1	$44.3K	Sell	1,024 -267	-21%	-$11K	﹤0.01%	1030
2023 Q4	$56K	Buy	1,291 +1,087	+533%	+$45.1K	0.01%	854
2023 Q3	$8.24K	Sell	204 -806	-80%	-$36.5K	﹤0.01%	1498
2023 Q2	$47.3K	Buy	1,010 +15	+2%	+$742	0.01%	858
2023 Q1	$48.6K	Hold	995	–	–	0.01%	804
2022 Q4	$48.8K	Buy	995 +822	+475%	+$38.1K	0.01%	773
2022 Q3	$8K	Sell	173 -983	-85%	-$50.3K	﹤0.01%	1207
2022 Q2	$56K	Buy	+1,156	New	+$57.5K	0.01%	592