GeoWealth Management’s Portland General Electric POR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,747	Closed	-$76.2K	–	1620
2024 Q4	$76.2K	Sell	1,747 -9	-0.5%	-$393	﹤0.01%	1040
2024 Q3	$84.1K	Buy	+1,756	New	+$84.1K	﹤0.01%	933