Herold Advisors’s Public Service Enterprise Group PEG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.2M Sell
2025
Q2
$1.24M Hold
2025
Q1
$1.21M Hold
2024
Q4
$1.24M Buy
2024
Q3
$1.29M Hold
2024
Q2
$1.06M Hold
2024
Q1
$964K Sell
2023
Q4
$945K Hold
2023
Q3
$879K Hold
2023
Q2
$967K Hold
2023
Q1
$965K Buy
2022
Q4
$926K Hold
2022
Q3
$849K Hold
2022
Q2
$956K Hold
2022
Q1
$1.06M Hold
2021
Q4
$1.01M Hold
2021
Q3
$920K Buy