Focus Partners Wealth’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
$975K Sell
69,928
-13,888
-17% -$194K ﹤0.01% 1149
2025
Q1
$1.44M Buy
83,816
+39,937
+91% +$686K ﹤0.01% 939
2024
Q4
$885K Buy
43,879
+3,491
+9% +$70.4K ﹤0.01% 1085
2024
Q3
$798K Buy
+40,388
New +$798K ﹤0.01% 997