Global Retirement Partners’s Portland General Electric POR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$200K Buy
4,167
+3,423
+460% +$162K ﹤0.01% 1474
2025
Q3
$32.8K Sell
744
-58
-7% -$2.44K ﹤0.01% 2137
2025
Q2
$32.6K Buy
+802
New +$33.6K ﹤0.01% 2018
2024
Q4
$11.3K Sell
260
-64
-20% -$2.98K ﹤0.01% 2356
2024
Q3
$15.5K Sell
324
-138
-30% -$6.46K ﹤0.01% 2116
2024
Q2
$20K Buy
462
+209
+83% +$9K ﹤0.01% 1981
2024
Q1
$10.6K Sell
253
-292
-54% -$12K ﹤0.01% 2099
2023
Q4
$22.3K Buy
545
+76
+16% +$3.15K ﹤0.01% 1704
2023
Q3
$18.7K Buy
469
+27
+6% +$1.22K ﹤0.01% 1674
2023
Q2
$20.7K Hold
442
﹤0.01% 1653
2023
Q1
$22.1K Sell
442
-392
-47% -$18.7K ﹤0.01% 1599
2022
Q4
$40.9K Buy
834
+161
+24% +$7.46K ﹤0.01% 1177
2022
Q3
$30K Buy
673
+9
+1% +$460 ﹤0.01% 1211
2022
Q2
$32K Hold
664
﹤0.01% 1166
2022
Q1
$32K Buy
+664
New +$34.9K ﹤0.01% 1173
2021
Q4
Sell
-1,176
Closed -$55K 1376
2021
Q3
$55K Buy
1,176
+2
+0.2% +$98 0.01% 826
2021
Q2
$54K Buy
1,174
+12
+1% +$589 0.01% 821
2021
Q1
$55K Buy
1,162
+554
+91% +$24.2K 0.01% 752
2020
Q4
$26K Buy
608
+141
+30% +$5.75K ﹤0.01% 957
2020
Q3
$17K Sell
467
-36
-7% -$1.44K ﹤0.01% 980
2020
Q2
$21K Buy
503
+86
+21% +$3.94K ﹤0.01% 891
2020
Q1
$20K Hold
417
﹤0.01% 805
2019
Q4
$23K Hold
417
﹤0.01% 892
2019
Q3
$24K Hold
417
﹤0.01% 843
2019
Q2
$23K Sell
417
-2,150
-84% -$114K ﹤0.01% 845
2019
Q1
$133K Hold
2,567
0.03% 358
2018
Q4
$118K Sell
2,567
-137
-5% -$6.42K 0.03% 362
2018
Q3
$123K Hold
2,704
0.03% 365
2018
Q2
$116K Buy
2,704
+137
+5% +$5.64K 0.03% 363
2018
Q1
$104K Buy
2,567
+2,150
+516% +$88.3K 0.03% 370
2017
Q4
$19K Buy
+417
New +$19.7K 0.01% 742
2017
Q1
Sell
-149
Closed -$6K 1130
2016
Q4
$6K Buy
+149
New +$6.29K ﹤0.01% 817

Other funds holding POR