Global Retirement Partners’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
Q2 | $32.6K | Buy |
+802
| New | +$32.6K | ﹤0.01% | 2018 |
|
|
2024
Q4 | $11.3K | Sell |
260
-64
| -20% | -$2.79K | ﹤0.01% | 2356 |
|
|
2024
Q3 | $15.5K | Sell |
324
-138
| -30% | -$6.6K | ﹤0.01% | 2115 |
|
|
2024
Q2 | $20K | Buy |
462
+209
| +83% | +$9.04K | ﹤0.01% | 1981 |
|
|
2024
Q1 | $10.6K | Sell |
253
-292
| -54% | -$12.3K | ﹤0.01% | 2099 |
|
|
2023
Q4 | $22.3K | Buy |
545
+76
| +16% | +$3.11K | ﹤0.01% | 1704 |
|
|
2023
Q3 | $18.7K | Buy |
469
+27
| +6% | +$1.08K | ﹤0.01% | 1675 |
|
|
2023
Q2 | $20.7K | Hold |
442
| – | – | ﹤0.01% | 1652 |
|
|
2023
Q1 | $22.1K | Sell |
442
-392
| -47% | -$19.6K | ﹤0.01% | 1598 |
|
|
2022
Q4 | $40.9K | Buy |
834
+161
| +24% | +$7.89K | ﹤0.01% | 1176 |
|
|
2022
Q3 | $30K | Buy |
673
+9
| +1% | +$401 | ﹤0.01% | 1210 |
|
|
2022
Q2 | $32K | Hold |
664
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q1 | $32K | Buy |
+664
| New | +$32K | ﹤0.01% | 1171 |
|
|
2021
Q4 | – | Sell |
-1,176
| Closed | -$55K | – | 1376 |
|
|
2021
Q3 | $55K | Buy |
1,176
+2
| +0.2% | +$94 | 0.01% | 826 |
|
|
2021
Q2 | $54K | Buy |
1,174
+12
| +1% | +$552 | 0.01% | 821 |
|
|
2021
Q1 | $55K | Buy |
1,162
+554
| +91% | +$26.2K | 0.01% | 751 |
|
|
2020
Q4 | $26K | Buy |
608
+141
| +30% | +$6.03K | ﹤0.01% | 956 |
|
|
2020
Q3 | $17K | Sell |
467
-36
| -7% | -$1.31K | ﹤0.01% | 980 |
|
|
2020
Q2 | $21K | Buy |
503
+86
| +21% | +$3.59K | ﹤0.01% | 891 |
|
|
2020
Q1 | $20K | Hold |
417
| – | – | ﹤0.01% | 804 |
|
|
2019
Q4 | $23K | Hold |
417
| – | – | ﹤0.01% | 892 |
|
|
2019
Q3 | $24K | Hold |
417
| – | – | ﹤0.01% | 843 |
|
|
2019
Q2 | $23K | Sell |
417
-2,150
| -84% | -$119K | ﹤0.01% | 845 |
|
|
2019
Q1 | $133K | Hold |
2,567
| – | – | 0.03% | 358 |
|
|
2018
Q4 | $118K | Sell |
2,567
-137
| -5% | -$6.3K | 0.03% | 362 |
|
|
2018
Q3 | $123K | Hold |
2,704
| – | – | 0.03% | 365 |
|
|
2018
Q2 | $116K | Buy |
2,704
+137
| +5% | +$5.88K | 0.03% | 363 |
|
|
2018
Q1 | $104K | Buy |
2,567
+2,150
| +516% | +$87.1K | 0.03% | 370 |
|
|
2017
Q4 | $19K | Buy |
+417
| New | +$19K | 0.01% | 742 |
|
|
2017
Q1 | – | Sell |
-149
| Closed | -$6K | – | 1128 |
|
|
2016
Q4 | $6K | Buy |
+149
| New | +$6K | ﹤0.01% | 817 |
|