IFP Advisors’s PG&E PCG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Buy |
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|
2025
Q1 | $47.3K | Sell |
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|
2024
Q4 | $92.4K | Buy |
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|
2024
Q3 | $84K | Sell |
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|
2024
Q2 | $80K | Buy |
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|
2024
Q1 | $59.2K | Buy |
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|
2023
Q4 | $25.4K | Buy |
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|
2023
Q3 | $18.4K | Buy |
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|
2023
Q2 | $13.3K | Buy |
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|
2023
Q1 | $3.91K | Sell |
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|
2022
Q4 | $89K | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $992K | Hold |
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|
2022
Q1 | $992K | Buy |
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|
2021
Q4 | $290K | Buy |
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|
2021
Q3 | $12K | Buy |
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|
2021
Q2 | $12K | Sell |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $17K | Buy |
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|
2020
Q3 | $11K | Buy |
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|
2020
Q2 | $6K | Hold |
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|
2020
Q1 | $6K | Sell |
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|
2019
Q4 | $18K | Buy |
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|
2019
Q3 | $4K | Buy |
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|
2019
Q1 | $8K | Sell |
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|
2018
Q4 | $24K | Sell |
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|
2018
Q3 | $121K | Buy |
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|
2018
Q2 | $95K | Sell |
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|
2018
Q1 | $106K | Hold |
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|
2017
Q4 | $106K | Sell |
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|
2017
Q3 | $563K | Sell |
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|
2017
Q2 | $575K | Buy |
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|
2017
Q1 | $540K | Buy |
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|
2016
Q4 | $460K | Buy |
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|
2016
Q3 | $371K | Sell |
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|
2016
Q2 | $441K | Buy |
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|
2016
Q1 | $8K | Sell |
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|
2015
Q4 | $259K | Buy |
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