FRG Family Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Hold |
17,780
| – | – | 0.26% | 58 |
|
|
2025
Q1 | $1.46M | Hold |
17,780
| – | – | 0.28% | 56 |
|
|
2024
Q4 | $1.5M | Sell |
17,780
-50
| -0.3% | -$4.22K | 0.27% | 54 |
|
|
2024
Q3 | $1.59M | Hold |
17,830
| – | – | 0.28% | 56 |
|
|
2024
Q2 | $1.4M | Hold |
17,830
| – | – | 0.27% | 58 |
|
|
2024
Q1 | $1.23M | Hold |
17,830
| – | – | 0.24% | 64 |
|
|
2023
Q4 | $1.09M | Buy |
17,830
+50
| +0.3% | +$3.06K | 0.22% | 67 |
|
|
2023
Q3 | $1.01M | Hold |
17,780
| – | – | 0.23% | 73 |
|
|
2023
Q2 | $1.11M | Sell |
17,780
-340
| -2% | -$21.3K | 0.24% | 66 |
|
|
2023
Q1 | $1.13M | Hold |
18,120
| – | – | 0.26% | 68 |
|
|
2022
Q4 | $1.11M | Buy |
18,120
+500
| +3% | +$30.6K | 0.26% | 72 |
|
|
2022
Q3 | $991K | Hold |
17,620
| – | – | 0.24% | 70 |
|
|
2022
Q2 | $1.12M | Hold |
17,620
| – | – | 0.26% | 65 |
|
|
2022
Q1 | $1.23M | Hold |
17,620
| – | – | 0.24% | 66 |
|
|
2021
Q4 | $1.18M | Hold |
17,620
| – | – | 0.22% | 65 |
|
|
2021
Q3 | $1.07M | Sell |
17,620
-1,000
| -5% | -$60.9K | 0.21% | 69 |
|
|
2021
Q2 | $1.11M | Hold |
18,620
| – | – | 0.21% | 71 |
|
|
2021
Q1 | $1.12M | Sell |
18,620
-1,274
| -6% | -$76.7K | 0.23% | 67 |
|
|
2020
Q4 | $1.16M | Hold |
19,894
| – | – | 0.25% | 65 |
|
|
2020
Q3 | $1.09M | Hold |
19,894
| – | – | 0.27% | 63 |
|
|
2020
Q2 | $978K | Hold |
19,894
| – | – | 0.26% | 63 |
|
|
2020
Q1 | $893K | Sell |
19,894
-842
| -4% | -$37.8K | 0.27% | 62 |
|
|
2019
Q4 | $1.22M | Sell |
20,736
-575
| -3% | -$33.9K | 0.3% | 65 |
|
|
2019
Q3 | $1.32M | Hold |
21,311
| – | – | 0.34% | 63 |
|
|
2019
Q2 | $1.25M | Hold |
21,311
| – | – | 0.33% | 66 |
|
|
2019
Q1 | $1.27M | Hold |
21,311
| – | – | 0.36% | 69 |
|
|
2018
Q4 | $1.11M | Sell |
21,311
-903
| -4% | -$47K | 0.36% | 71 |
|
|
2018
Q3 | $1.17M | Sell |
22,214
-1,179
| -5% | -$62.3K | 0.32% | 79 |
|
|
2018
Q2 | $1.27M | Sell |
23,393
-1,982
| -8% | -$107K | 0.38% | 71 |
|
|
2018
Q1 | $1.28M | Sell |
25,375
-258
| -1% | -$13K | 0.42% | 73 |
|
|
2017
Q4 | $1.32M | Sell |
25,633
-519
| -2% | -$26.7K | 0.43% | 73 |
|
|
2017
Q3 | $1.21M | Buy |
26,152
+169
| +0.7% | +$7.82K | 0.42% | 74 |
|
|
2017
Q2 | $1.12M | Buy |
25,983
+75
| +0.3% | +$3.23K | 0.41% | 75 |
|
|
2017
Q1 | $1.14M | Hold |
25,908
| – | – | 0.44% | 71 |
|
|
2016
Q4 | $1.14M | Hold |
25,908
| – | – | 0.48% | 65 |
|
|
2016
Q3 | $1.09M | Sell |
25,908
-160
| -0.6% | -$6.7K | 0.49% | 67 |
|
|
2016
Q2 | $1.22M | Hold |
26,068
| – | – | 0.55% | 65 |
|
|
2016
Q1 | $1.21M | Sell |
26,068
-520
| -2% | -$24.2K | 0.59% | 59 |
|
|
2015
Q4 | $1.03M | Buy |
+26,588
| New | +$1.03M | 0.5% | 68 |
|