GeoWealth Management’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 | $149K | Buy |
1,766
+157
| +10% | +$13.2K | 0.01% | 724 |
|
|
2025
Q1 | $132K | Sell |
1,609
-640
| -28% | -$52.7K | 0.01% | 741 |
|
|
2024
Q4 | $190K | Sell |
2,249
-602
| -21% | -$50.9K | 0.01% | 784 |
|
|
2024
Q3 | $254K | Sell |
2,851
-75
| -3% | -$6.69K | 0.01% | 646 |
|
|
2024
Q2 | $216K | Sell |
2,926
-14,152
| -83% | -$1.04M | 0.01% | 657 |
|
|
2024
Q1 | $1.14M | Buy |
+17,078
| New | +$1.14M | 0.04% | 268 |
|