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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $487K | Buy |
27,702
+3,459
| +14% | +$58.9K | 0.01% | 969 |
|
|
2025
Q4 | $390K | Buy |
24,243
+12,748
| +111% | +$204K | 0.01% | 1039 |
|
|
2025
Q3 | $173K | Buy |
11,495
+3,282
| +40% | +$47.9K | ﹤0.01% | 1357 |
|
|
2025
Q2 | $114K | Buy |
8,213
+5,463
| +199% | +$88.9K | ﹤0.01% | 1553 |
|
|
2025
Q1 | $47.3K | Sell |
2,750
-1,830
| -40% | -$30.4K | ﹤0.01% | 1921 |
|
|
2024
Q4 | $92.4K | Buy |
4,580
+333
| +8% | +$6.77K | ﹤0.01% | 1512 |
|
|
2024
Q3 | $84K | Sell |
4,247
-335
| -7% | -$6.27K | ﹤0.01% | 1483 |
|
|
2024
Q2 | $80K | Buy |
4,582
+1,051
| +30% | +$18.5K | ﹤0.01% | 1454 |
|
|
2024
Q1 | $59.2K | Buy |
3,531
+2,120
| +150% | +$35.5K | ﹤0.01% | 1511 |
|
|
2023
Q4 | $25.4K | Buy |
1,411
+270
| +24% | +$4.56K | ﹤0.01% | 1816 |
|
|
2023
Q3 | $18.4K | Buy |
1,141
+373
| +49% | +$6.41K | ﹤0.01% | 1984 |
|
|
2023
Q2 | $13.3K | Buy |
768
+675
| +726% | +$11.4K | ﹤0.01% | 2194 |
|
|
2023
Q1 | $3.91K | Sell |
93
-2,046
| -96% | -$32.3K | ﹤0.01% | 2668 |
|
|
2022
Q4 | $89K | Sell |
2,139
-22,356
| -91% | -$338K | ﹤0.01% | 1819 |
|
|
2022
Q3 | $1.03M | Buy |
24,495
+800
| +3% | +$9.37K | 0.03% | 630 |
|
|
2022
Q2 | $992K | Hold |
23,695
| – | – | 0.03% | 585 |
|
|
2022
Q1 | $992K | Buy |
23,695
+124
| +0.5% | +$1.47K | 0.03% | 585 |
|
|
2021
Q4 | $290K | Buy |
23,571
+22,339
| +1,813% | +$262K | 0.01% | 791 |
|
|
2021
Q3 | $12K | Buy |
1,232
+64
| +5% | +$604 | ﹤0.01% | 2203 |
|
|
2021
Q2 | $12K | Sell |
1,168
-159
| -12% | -$1.71K | ﹤0.01% | 2148 |
|
|
2021
Q1 | $16K | Hold |
1,327
| – | – | ﹤0.01% | 1947 |
|
|
2020
Q4 | $17K | Buy |
1,327
+89
| +7% | +$1.01K | ﹤0.01% | 1851 |
|
|
2020
Q3 | $11K | Buy |
1,238
+555
| +81% | +$5.14K | ﹤0.01% | 1872 |
|
|
2020
Q2 | $6K | Hold |
683
| – | – | ﹤0.01% | 2020 |
|
|
2020
Q1 | $6K | Sell |
683
-1,031
| -60% | -$13.7K | ﹤0.01% | 2001 |
|
|
2019
Q4 | $18K | Buy |
1,714
+1,237
| +259% | +$10.6K | ﹤0.01% | 1662 |
|
|
2019
Q3 | $4K | Buy |
+477
| New | +$7.21K | ﹤0.01% | 2445 |
|
|
2019
Q1 | $8K | Sell |
449
-547
| -55% | -$8.84K | ﹤0.01% | 1716 |
|
|
2018
Q4 | $24K | Sell |
996
-1,627
| -62% | -$58.2K | ﹤0.01% | 2017 |
|
|
2018
Q3 | $121K | Buy |
2,623
+391
| +18% | +$17.4K | ﹤0.01% | 1361 |
|
|
2018
Q2 | $95K | Sell |
2,232
-130
| -6% | -$5.64K | ﹤0.01% | 1515 |
|
|
2018
Q1 | $106K | Hold |
2,362
| – | – | ﹤0.01% | 1350 |
|
|
2017
Q4 | $106K | Sell |
2,362
-5,902
| -71% | -$331K | ﹤0.01% | 1361 |
|
|
2017
Q3 | $563K | Sell |
8,264
-398
| -5% | -$27.3K | 0.02% | 643 |
|
|
2017
Q2 | $575K | Buy |
8,662
+519
| +6% | +$35K | 0.02% | 629 |
|
|
2017
Q1 | $540K | Buy |
8,143
+582
| +8% | +$37.1K | 0.02% | 638 |
|
|
2016
Q4 | $460K | Buy |
7,561
+1,490
| +25% | +$89.3K | 0.02% | 651 |
|
|
2016
Q3 | $371K | Sell |
6,071
-831
| -12% | -$52.8K | 0.02% | 702 |
|
|
2016
Q2 | $441K | Buy |
6,902
+6,453
| +1,437% | +$387K | 0.02% | 594 |
|
|
2016
Q1 | $8K | Sell |
449
-4,420
| -91% | -$246K | ﹤0.01% | 1714 |
|
|
2015
Q4 | $259K | Buy |
+4,869
| New | +$259K | 0.02% | 728 |
|
Other funds holding PCG
VCM
VPM
