Farther Finance Advisors’s PG&E PCG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$685K Buy
2025
Q2
$600K Buy
2025
Q1
$738K Buy
2024
Q4
$847K Buy
2024
Q3
$808K Sell
2024
Q2
$817K Buy
2024
Q1
$703K Buy
2023
Q4
$535K Sell
2023
Q3
$552K Buy
2023
Q2
$577K Buy
2023
Q1
$539K Buy
2022
Q4
$390K Buy