Horizon Investment Services’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
2026 Q1	$293K	Sell	5,561 -243	-4%	-$12.5K	0.1%	115
2025 Q4	$279K	Buy	+5,804	New	+$274K	0.1%	115
2025 Q1	–	Sell	-5,186	Closed	-$226K	–	127
2024 Q4	$226K	Buy	5,186 +170	+3%	+$7.91K	0.1%	116
2024 Q3	$240K	Buy	+5,016	New	+$235K	0.1%	108
2023 Q3	–	Sell	-5,228	Closed	-$245K	–	112
2023 Q2	$245K	Sell	5,228 -155	-3%	-$7.67K	0.15%	95
2023 Q1	$263K	Buy	+5,383	New	+$257K	0.17%	95
2022 Q2	–	Sell	-4,417	Closed	-$244K	–	110
2022 Q1	$244K	Buy	4,417 +294	+7%	+$15.5K	0.13%	104
2021 Q4	$218K	Buy	+4,123	New	+$206K	0.1%	118
2018 Q1	–	Sell	-17,789	Closed	-$811K	–	111
2017 Q4	$811K	Sell	17,789 -51	-0.3%	-$2.41K	0.34%	58
2017 Q3	$814K	Buy	17,840 +203	+1%	+$9.35K	0.35%	58
2017 Q2	$806K	Buy	17,637 +1,519	+9%	+$70K	0.36%	56
2017 Q1	$716K	Sell	16,118 -1,199	-7%	-$52.8K	0.32%	61
2016 Q4	$750K	Buy	17,317 +177	+1%	+$7.47K	0.35%	60
2016 Q3	$730K	Buy	17,140 +933	+6%	+$40.4K	0.37%	56
2016 Q2	$715K	Buy	16,207 +590	+4%	+$24.1K	0.36%	55
2016 Q1	$617K	Buy	15,617 +1,319	+9%	+$50.5K	0.28%	62
2015 Q4	$520K	Buy	14,298 +1,814	+15%	+$66.9K	0.22%	74
2015 Q3	$462K	Buy	12,484 +143	+1%	+$5.04K	0.22%	67
2015 Q2	$409K	Buy	12,341 +3,286	+36%	+$115K	0.16%	87
2015 Q1	$336K	Buy	+9,055	New	+$341K	0.14%	107