Focus Financial Network’s Public Service Enterprise Group PEG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,524	Closed	-$225K	–	695
2024 Q3	$225K	Buy	+2,524	New	+$201K	0.01%	614
2023 Q4	–	Sell	-3,568	Closed	-$203K	–	739
2023 Q3	$203K	Sell	3,568 -329	-8%	-$20.2K	0.01%	556
2023 Q2	$244K	Sell	3,897 -1,703	-30%	-$106K	0.01%	516
2023 Q1	$350K	Sell	5,600 -40	-0.7%	-$2.42K	0.02%	421
2022 Q4	$346K	Buy	5,640 +55	+1%	+$3.19K	0.03%	340
2022 Q3	$314K	Buy	5,585 +238	+4%	+$15.3K	0.03%	364
2022 Q2	$338K	Sell	5,347 -17	-0.3%	-$1.16K	0.03%	356
2022 Q1	$375K	Buy	+5,364	New	+$355K	0.03%	349
2021 Q1	–	Sell	-3,753	Closed	-$219K	–	483
2020 Q4	$219K	Buy	+3,753	New	+$219K	0.02%	406