Farther Finance Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Buy |
43,064
+317
| +0.7% | +$4.42K | 0.01% | 822 |
|
|
2025
Q1 | $738K | Buy |
42,747
+785
| +2% | +$13.6K | 0.02% | 626 |
|
|
2024
Q4 | $847K | Buy |
41,962
+1,084
| +3% | +$21.9K | 0.03% | 416 |
|
|
2024
Q3 | $808K | Sell |
40,878
-6,698
| -14% | -$132K | 0.03% | 414 |
|
|
2024
Q2 | $817K | Buy |
47,576
+5,117
| +12% | +$87.9K | 0.04% | 343 |
|
|
2024
Q1 | $703K | Buy |
42,459
+12,811
| +43% | +$212K | 0.04% | 316 |
|
|
2023
Q4 | $535K | Sell |
29,648
-4,588
| -13% | -$82.7K | 0.04% | 333 |
|
|
2023
Q3 | $552K | Buy |
34,236
+816
| +2% | +$13.2K | 0.09% | 191 |
|
|
2023
Q2 | $577K | Buy |
33,420
+98
| +0.3% | +$1.69K | 0.13% | 145 |
|
|
2023
Q1 | $539K | Buy |
33,322
+9,331
| +39% | +$151K | 0.16% | 120 |
|
|
2022
Q4 | $390K | Buy |
+23,991
| New | +$390K | 0.15% | 131 |
|